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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 | $20,131 | $36,948-45.5% | $73,658-72.7% | $87,485-77.0% |
| Participation rate | 10.0% | 46.8%-36.8pp | 57.0%-47.0pp | 68.9%-58.9pp |
| Annual return | 9.96% | 28.64%-18.7pp | 29.72%-19.8pp | 26.06%-16.1pp |
| Employer contribution / active EE | $144 | $670-78.5% | $1,032-86.0% | $2,596-94.5% |
| Participant deferral / active EE | $280 | $1,379-79.7% | $2,062-86.4% | $4,274-93.5% |
| Admin fee / account holder | $15,706 | $2,531+520.6% | $3,357+367.9% | $7,775+102.0% |