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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 | $62,877 | $50,192+25.3% | $108,359-42.0% | $64,728-2.9% |
| Participation rate | 16.8% | 41.8%-25.0pp | 70.1%-53.3pp | 57.9%-41.1pp |
| Annual return | 8.95% | 14.22%-5.3pp | 36.89%-27.9pp | 49.38%-40.4pp |
| Employer contribution / active EE | $186 | $1,117-83.3% | $2,399-92.2% | $2,243-91.7% |
| Participant deferral / active EE | $333 | $1,676-80.1% | $4,137-91.9% | $2,729-87.8% |
| Admin fee / account holder | $15,354 | $2,161+610.5% | $9,741+57.6% | $1,145+1240.8% |