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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 | $25,936 | $106,749-75.7% | $145,433-82.2% | $82,448-68.5% |
| Participation rate | 28.2% | 75.6%-47.4pp | 82.1%-53.9pp | 68.1%-39.9pp |
| Annual return | 11.83% | 27.59%-15.8pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $892 | $3,444-74.1% | $4,554-80.4% | $2,551-65.0% |
| Participant deferral / active EE | $2,172 | $6,519-66.7% | $7,897-72.5% | $4,139-47.5% |
| Admin fee / account holder | $32,938 | $8,390+292.6% | $13,129+150.9% | $7,234+355.3% |