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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 | $21,460 | $58,311-63.2% | $81,882-73.8% | $80,959-73.5% |
| Participation rate | 22.9% | 63.5%-40.6pp | 72.4%-49.5pp | 67.7%-44.8pp |
| Annual return | 7.32% | 41.85%-34.5pp | 779.47%-772.2pp | 35.67%-28.3pp |
| Employer contribution / active EE | $464 | $2,347-80.2% | $2,916-84.1% | $2,757-83.2% |
| Participant deferral / active EE | $515 | $3,287-84.3% | $4,323-88.1% | $4,300-88.0% |
| Admin fee / account holder | $9,381 | $4,752+97.4% | $7,360+27.5% | $6,925+35.5% |