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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 | $34,452 | $51,166-32.7% | $70,544-51.2% | $71,511-51.8% |
| Participation rate | 13.8% | 59.4%-45.6pp | 68.4%-54.6pp | 67.9%-54.2pp |
| Annual return | 11.91% | 42.71%-30.8pp | 32.79%-20.9pp | 28.86%-16.9pp |
| Employer contribution / active EE | $382 | $1,793-78.7% | $2,976-87.2% | $2,589-85.2% |
| Participant deferral / active EE | $715 | $3,031-76.4% | $4,568-84.4% | $4,291-83.3% |
| Admin fee / account holder | $13,100 | $2,000+555.0% | $6,427+103.8% | $1,588+724.7% |