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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 | $17,047 | $43,075-60.4% | $74,577-77.1% | $62,881-72.9% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.1%-8.1pp | 69.3%-9.3pp |
| Annual return | 2.87% | 17.50%-14.6pp | 20.47%-17.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $376 | $1,498-74.9% | $2,525-85.1% | $2,281-83.5% |
| Participant deferral / active EE | $417 | $2,389-82.5% | $3,458-87.9% | $3,203-87.0% |
| Admin fee / account holder | $2,110 | $2,840-25.7% | $4,138-49.0% | $4,296-50.9% |