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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 | $21,156 | $61,125-65.4% | $94,057-77.5% | $87,485-75.8% |
| Participation rate | 18.8% | 64.1%-45.3pp | 73.3%-54.6pp | 68.9%-50.2pp |
| Annual return | 11.77% | 35.20%-23.4pp | 480.62%-468.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $304 | $2,136-85.8% | $2,933-89.6% | $2,596-88.3% |
| Participant deferral / active EE | $341 | $3,260-89.6% | $4,709-92.8% | $4,274-92.0% |
| Admin fee / account holder | $9,082 | $5,629+61.4% | $7,244+25.4% | $7,775+16.8% |