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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 | $14,013 | $78,690-82.2% | $161,489-91.3% | $87,485-84.0% |
| Participation rate | 18.8% | 67.5%-48.6pp | 78.7%-59.9pp | 68.9%-50.1pp |
| Annual return | 8.88% | 32.74%-23.9pp | 89.72%-80.8pp | 26.06%-17.2pp |
| Employer contribution / active EE | $550 | $2,588-78.7% | $4,268-87.1% | $2,596-78.8% |
| Participant deferral / active EE | $608 | $3,311-81.6% | $5,630-89.2% | $4,274-85.8% |
| Admin fee / account holder | $1,043 | $6,724-84.5% | $16,006-93.5% | $7,775-86.6% |