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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 | $24,944 | $63,156-60.5% | $122,342-79.6% | $62,293-60.0% |
| Participation rate | 15.3% | 60.0%-44.7pp | 71.6%-56.3pp | 69.5%-54.2pp |
| Annual return | 12.88% | 20.61%-7.7pp | 30.28%-17.4pp | 28.90%-16.0pp |
| Employer contribution / active EE | $659 | $1,385-52.4% | $4,051-83.7% | $2,042-67.7% |
| Participant deferral / active EE | $299 | $2,321-87.1% | $3,287-90.9% | $3,169-90.6% |
| Admin fee / account holder | $3,114 | $440+607.9% | $5,478-43.2% | $479+549.7% |