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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 | $77,814-82.5% | $158,223-91.4% | $86,983-84.3% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 9.43% | 30.54%-21.1pp | 52.09%-42.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $443 | $2,592-82.9% | $4,109-89.2% | $2,584-82.9% |
| Participant deferral / active EE | $667 | $3,270-79.6% | $5,467-87.8% | $4,194-84.1% |
| Admin fee / account holder | $27,097 | $5,879+360.9% | $16,047+68.9% | $7,856+244.9% |