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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 | $36,349 | $91,179-60.1% | $178,499-79.6% | $79,852-54.5% |
| Participation rate | 25.3% | 69.2%-43.9pp | 81.9%-56.6pp | 69.6%-44.3pp |
| Annual return | 6.83% | 24.19%-17.4pp | 151.10%-144.3pp | 31.72%-24.9pp |
| Employer contribution / active EE | $483 | $3,256-85.2% | $5,011-90.4% | $2,471-80.4% |
| Participant deferral / active EE | $652 | $3,236-79.9% | $5,202-87.5% | $3,740-82.6% |
| Admin fee / account holder | $12,377 | $6,749+83.4% | $13,986-11.5% | $5,306+133.3% |