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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 | $17,208 | $76,407-77.5% | $150,298-88.6% | $82,448-79.1% |
| Participation rate | 10.9% | 66.4%-55.5pp | 77.8%-66.9pp | 68.1%-57.2pp |
| Annual return | 12.31% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $635 | $2,614-75.7% | $4,154-84.7% | $2,551-75.1% |
| Participant deferral / active EE | $698 | $3,214-78.3% | $5,453-87.2% | $4,139-83.1% |
| Admin fee / account holder | $16,075 | $6,352+153.1% | $14,116+13.9% | $7,234+122.2% |