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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 | $21,227 | $59,123-64.1% | $77,183-72.5% | $75,181-71.8% |
| Participation rate | 22.2% | 63.9%-41.6pp | 69.6%-47.4pp | 67.2%-45.0pp |
| Annual return | 8.88% | 26.72%-17.8pp | 37.89%-29.0pp | 160.69%-151.8pp |
| Employer contribution / active EE | $422 | $1,996-78.8% | $2,534-83.3% | $2,671-84.2% |
| Participant deferral / active EE | $971 | $2,999-67.6% | $3,833-74.7% | $4,126-76.5% |
| Admin fee / account holder | $24,545 | $4,776+413.9% | $5,475+348.3% | $5,650+334.4% |