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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 | $22,651 | $54,541-58.5% | $78,778-71.2% | $70,126-67.7% |
| Participation rate | 50.8% | 60.8%-10.0pp | 69.2%-18.4pp | 69.5%-18.7pp |
| Annual return | 12.15% | 21.07%-8.9pp | 35.62%-23.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $200 | $1,089-81.7% | $1,986-89.9% | $2,343-91.5% |
| Participant deferral / active EE | $641 | $2,210-71.0% | $2,958-78.3% | $3,332-80.8% |
| Admin fee / account holder | $1,561 | $3,709-57.9% | $5,134-69.6% | $4,645-66.4% |