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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 | $11,574 | $77,814-85.1% | $158,223-92.7% | $86,983-86.7% |
| Participation rate | 45.8% | 68.4%-22.6pp | 79.2%-33.4pp | 69.5%-23.7pp |
| Annual return | 1.04% | 30.54%-29.5pp | 52.09%-51.1pp | 25.83%-24.8pp |
| Employer contribution / active EE | $467 | $2,592-82.0% | $4,109-88.6% | $2,584-81.9% |
| Participant deferral / active EE | $345 | $3,270-89.5% | $5,467-93.7% | $4,194-91.8% |
| Admin fee / account holder | $19,497 | $5,879+231.6% | $16,047+21.5% | $7,856+148.2% |