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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 | $14,027 | $25,014-43.9% | $69,623-79.9% | $80,935-82.7% |
| Participation rate | 23.1% | 64.2%-41.1pp | 66.4%-43.4pp | 67.7%-44.6pp |
| Annual return | 8.16% | 19.08%-10.9pp | 101.23%-93.1pp | 35.66%-27.5pp |
| Employer contribution / active EE | $397 | $991-59.9% | $1,709-76.7% | $2,757-85.6% |
| Participant deferral / active EE | $476 | $1,840-74.2% | $2,890-83.5% | $4,299-88.9% |
| Admin fee / account holder | $6,041 | $2,491+142.5% | $4,696+28.6% | $6,924-12.8% |