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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 | $76,407-82.1% | $150,298-90.9% | $82,448-83.4% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 9.43% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $443 | $2,614-83.0% | $4,154-89.3% | $2,551-82.6% |
| Participant deferral / active EE | $667 | $3,214-79.3% | $5,453-87.8% | $4,139-83.9% |
| Admin fee / account holder | $27,097 | $6,352+326.6% | $14,116+92.0% | $7,234+274.6% |