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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 | $18,566 | $41,377-55.1% | $109,313-83.0% | $62,881-70.5% |
| Participation rate | 68.3% | 57.5%+10.8pp | 71.3%-3.0pp | 69.3%-1.0pp |
| Annual return | 2.56% | 11.05%-8.5pp | 22.07%-19.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $508 | $1,276-60.2% | $3,892-86.9% | $2,281-77.7% |
| Participant deferral / active EE | $693 | $2,045-66.1% | $3,166-78.1% | $3,203-78.4% |
| Admin fee / account holder | $8,823 | $2,884+205.9% | $5,666+55.7% | $4,296+105.4% |