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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 | $29,401 | $75,541-61.1% | $152,093-80.7% | $82,637-64.4% |
| Participation rate | 25.9% | 66.5%-40.6pp | 77.8%-51.8pp | 68.1%-42.1pp |
| Annual return | 5.83% | 32.56%-26.7pp | 66.36%-60.5pp | 53.51%-47.7pp |
| Employer contribution / active EE | $336 | $2,622-87.2% | $4,175-91.9% | $2,552-86.8% |
| Participant deferral / active EE | $672 | $3,206-79.0% | $5,451-87.7% | $4,126-83.7% |
| Admin fee / account holder | $28,861 | $6,405+350.6% | $14,497+99.1% | $7,339+293.3% |