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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 | $19,674 | $49,025-59.9% | $87,502-77.5% | $62,881-68.7% |
| Participation rate | 15.6% | 64.9%-49.3pp | 73.8%-58.3pp | 69.3%-53.7pp |
| Annual return | 4.18% | 10.02%-5.8pp | 12.21%-8.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $308 | $1,372-77.6% | $2,550-87.9% | $2,281-86.5% |
| Participant deferral / active EE | $430 | $2,289-81.2% | $3,149-86.4% | $3,203-86.6% |
| Admin fee / account holder | $1,253 | $4,065-69.2% | $4,221-70.3% | $4,296-70.8% |