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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,659 | $69,977-43.3% | $108,582-63.5% | $62,881-36.9% |
| Participation rate | 61.2% | 72.9%-11.7pp | 79.6%-18.3pp | 69.3%-8.1pp |
| Annual return | 1.06% | 10.73%-9.7pp | -51.70%+52.8pp | 20.14%-19.1pp |
| Employer contribution / active EE | $456 | $2,135-78.7% | $3,758-87.9% | $2,281-80.0% |
| Participant deferral / active EE | $1,382 | $3,165-56.3% | $4,311-67.9% | $3,203-56.8% |
| Admin fee / account holder | $14,114 | $5,076+178.0% | $7,645+84.6% | $4,296+228.6% |