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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 | $10,703 | $51,638-79.3% | $129,406-91.7% | $80,959-86.8% |
| Participation rate | 53.6% | 56.9%-3.4pp | 69.6%-16.1pp | 67.7%-14.1pp |
| Annual return | 2.23% | 20.78%-18.6pp | 9468.18%-9465.9pp | 35.67%-33.4pp |
| Employer contribution / active EE | $703 | $1,584-55.6% | $4,155-83.1% | $2,757-74.5% |
| Participant deferral / active EE | $710 | $2,670-73.4% | $4,167-83.0% | $4,300-83.5% |
| Admin fee / account holder | $27,241 | $4,313+531.6% | $7,689+254.3% | $6,925+293.4% |