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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 | $12,752 | $77,901-83.6% | $149,717-91.5% | $75,181-83.0% |
| Participation rate | 29.4% | 65.6%-36.2pp | 78.8%-49.4pp | 67.2%-37.8pp |
| Annual return | 5.11% | 31.73%-26.6pp | 134.41%-129.3pp | 160.69%-155.6pp |
| Employer contribution / active EE | $390 | $3,137-87.6% | $4,820-91.9% | $2,671-85.4% |
| Participant deferral / active EE | $664 | $3,411-80.5% | $5,682-88.3% | $4,126-83.9% |
| Admin fee / account holder | $28,363 | $5,949+376.8% | $13,213+114.7% | $5,650+402.0% |