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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 | $29,268 | $61,605-52.5% | $112,273-73.9% | $75,173-61.1% |
| Participation rate | 11.7% | 61.7%-50.0pp | 72.4%-60.7pp | 67.2%-55.5pp |
| Annual return | 8.60% | 28.47%-19.9pp | 30.23%-21.6pp | 160.72%-152.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $543 | $3,108-82.5% | $4,800-88.7% | $4,126-86.8% |
| Admin fee / account holder | $14,360 | $4,862+195.3% | $7,752+85.2% | $5,651+154.1% |