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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 | $23,382 | $91,179-74.4% | $178,499-86.9% | $79,852-70.7% |
| Participation rate | 51.5% | 69.2%-17.7pp | 81.9%-30.4pp | 69.6%-18.1pp |
| Annual return | 1.98% | 24.19%-22.2pp | 151.10%-149.1pp | 31.72%-29.7pp |
| Employer contribution / active EE | $631 | $3,256-80.6% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $878 | $3,236-72.9% | $5,202-83.1% | $3,740-76.5% |
| Admin fee / account holder | $10,442 | $6,749+54.7% | $13,986-25.3% | $5,306+96.8% |