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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 | $20,890 | $76,407-72.7% | $150,298-86.1% | $82,448-74.7% |
| Participation rate | 38.6% | 66.4%-27.8pp | 77.8%-39.2pp | 68.1%-29.5pp |
| Annual return | 9.83% | 39.99%-30.2pp | 62.79%-53.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $312 | $2,614-88.1% | $4,154-92.5% | $2,551-87.8% |
| Participant deferral / active EE | $750 | $3,214-76.7% | $5,453-86.2% | $4,139-81.9% |
| Admin fee / account holder | $3,801 | $6,352-40.2% | $14,116-73.1% | $7,234-47.5% |