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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 | $19,299 | $91,179-78.8% | $178,499-89.2% | $79,852-75.8% |
| Participation rate | 68.3% | 69.2%-0.9pp | 81.9%-13.6pp | 69.6%-1.3pp |
| Annual return | 0.13% | 24.19%-24.1pp | 151.10%-151.0pp | 31.72%-31.6pp |
| Employer contribution / active EE | $2,760 | $3,256-15.2% | $5,011-44.9% | $2,471+11.7% |
| Participant deferral / active EE | $500 | $3,236-84.5% | $5,202-90.4% | $3,740-86.6% |
| Admin fee / account holder | $756 | $6,749-88.8% | $13,986-94.6% | $5,306-85.7% |