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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 | $9,368 | $88,996-89.5% | $78,004-88.0% | $138,895-93.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 2.00% | 28.03%-26.0pp | 31.07%-29.1pp | 145.39%-143.4pp |
| Employer contribution / active EE | $1,988 | $2,917-31.9% | $2,469-19.5% | $4,194-52.6% |
| Participant deferral / active EE | $228 | $4,724-95.2% | $4,092-94.4% | $6,396-96.4% |
| Admin fee / account holder | $73,987 | $8,807+740.1% | $7,578+876.4% | $12,562+489.0% |