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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 | $20,215 | $77,920-74.1% | $149,723-86.5% | $75,177-73.1% |
| Participation rate | 54.8% | 65.6%-10.8pp | 78.8%-24.0pp | 67.2%-12.4pp |
| Annual return | 10.39% | 31.72%-21.3pp | 134.50%-124.1pp | 160.75%-150.4pp |
| Employer contribution / active EE | $597 | $3,138-81.0% | $4,821-87.6% | $2,671-77.6% |
| Participant deferral / active EE | $262 | $3,411-92.3% | $5,682-95.4% | $4,126-93.7% |
| Admin fee / account holder | $5,162 | $5,951-13.2% | $13,215-60.9% | $5,651-8.7% |