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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 | $17,839 | $81,276-78.1% | $155,574-88.5% | $80,925-78.0% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.7%-2.1pp |
| Annual return | 9.87% | 33.36%-23.5pp | 64.87%-55.0pp | 35.65%-25.8pp |
| Employer contribution / active EE | $473 | $3,103-84.7% | $4,676-89.9% | $2,756-82.8% |
| Participant deferral / active EE | $887 | $3,453-74.3% | $5,629-84.2% | $4,299-79.4% |
| Admin fee / account holder | $17,955 | $7,993+124.6% | $15,914+12.8% | $6,940+158.7% |