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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 | $51,642-79.3% | $129,384-91.7% | $80,935-86.8% |
| Participation rate | 53.6% | 56.9%-3.3pp | 69.6%-16.1pp | 67.7%-14.1pp |
| Annual return | 2.23% | 20.78%-18.6pp | 9461.77%-9459.5pp | 35.66%-33.4pp |
| Employer contribution / active EE | $703 | $1,583-55.6% | $4,153-83.1% | $2,757-74.5% |
| Participant deferral / active EE | $710 | $2,670-73.4% | $4,166-83.0% | $4,299-83.5% |
| Admin fee / account holder | $27,241 | $4,312+531.8% | $7,686+254.4% | $6,924+293.4% |