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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 | $24,062 | $51,638-53.4% | $68,368-64.8% | $82,448-70.8% |
| Participation rate | 14.9% | 63.6%-48.7pp | 73.8%-58.9pp | 68.1%-53.2pp |
| Annual return | 12.04% | 37.53%-25.5pp | 292.57%-280.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $299 | $2,047-85.4% | $2,649-88.7% | $2,551-88.3% |
| Participant deferral / active EE | $333 | $2,914-88.6% | $4,123-91.9% | $4,139-91.9% |
| Admin fee / account holder | $16,721 | $4,643+260.1% | $5,150+224.7% | $7,234+131.1% |