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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 | $16,175 | $76,407-78.8% | $150,298-89.2% | $82,448-80.4% |
| Participation rate | 55.0% | 66.4%-11.4pp | 77.8%-22.8pp | 68.1%-13.1pp |
| Annual return | 11.69% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $367 | $2,614-86.0% | $4,154-91.2% | $2,551-85.6% |
| Participant deferral / active EE | $731 | $3,214-77.3% | $5,453-86.6% | $4,139-82.3% |
| Admin fee / account holder | $1,925 | $6,352-69.7% | $14,116-86.4% | $7,234-73.4% |