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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 | $13,649 | $78,690-82.7% | $161,489-91.5% | $87,485-84.4% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 9.43% | 32.74%-23.3pp | 89.72%-80.3pp | 26.06%-16.6pp |
| Employer contribution / active EE | $443 | $2,588-82.9% | $4,268-89.6% | $2,596-82.9% |
| Participant deferral / active EE | $667 | $3,311-79.9% | $5,630-88.2% | $4,274-84.4% |
| Admin fee / account holder | $27,097 | $6,724+303.0% | $16,006+69.3% | $7,775+248.5% |