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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 | $15,579 | $61,338-74.6% | $149,717-89.6% | $71,495-78.2% |
| Participation rate | 44.0% | 62.5%-18.5pp | 78.8%-34.8pp | 67.9%-23.9pp |
| Annual return | 13.03% | 35.86%-22.8pp | 134.41%-121.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $606 | $2,381-74.6% | $4,820-87.4% | $2,589-76.6% |
| Participant deferral / active EE | $740 | $2,919-74.6% | $5,682-87.0% | $4,291-82.7% |
| Admin fee / account holder | $4,641 | $1,263+267.5% | $13,213-64.9% | $1,588+192.3% |