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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 | $17,803 | $84,236-78.9% | $170,435-89.6% | $70,126-74.6% |
| Participation rate | 15.3% | 70.8%-55.6pp | 83.6%-68.3pp | 69.5%-54.3pp |
| Annual return | 9.53% | 23.06%-13.5pp | 205.94%-196.4pp | 73.15%-63.6pp |
| Employer contribution / active EE | $413 | $3,387-87.8% | $5,432-92.4% | $2,343-82.4% |
| Participant deferral / active EE | $415 | $3,086-86.6% | $4,939-91.6% | $3,332-87.6% |
| Admin fee / account holder | $4,637 | $5,698-18.6% | $13,881-66.6% | $4,645-0.2% |