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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 | $25,134 | $48,327-48.0% | $67,575-62.8% | $80,935-68.9% |
| Participation rate | 44.8% | 66.4%-21.6pp | 72.9%-28.1pp | 67.7%-22.8pp |
| Annual return | 11.15% | 18.31%-7.2pp | 3528.98%-3517.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $712 | $2,022-64.8% | $2,736-74.0% | $2,757-74.2% |
| Participant deferral / active EE | $736 | $2,927-74.8% | $4,003-81.6% | $4,299-82.9% |
| Admin fee / account holder | $10,294 | $3,692+178.8% | $3,993+157.8% | $6,924+48.7% |