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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 | $18,151 | $85,171-78.7% | $172,752-89.5% | $72,975-75.1% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 1.30% | 27.32%-26.0pp | 802.97%-801.7pp | 81.01%-79.7pp |
| Employer contribution / active EE | $1,102 | $3,324-66.8% | $5,144-78.6% | $2,440-54.8% |
| Participant deferral / active EE | $800 | $3,260-75.5% | $5,198-84.6% | $3,608-77.8% |
| Admin fee / account holder | $10,323 | $5,880+75.5% | $13,955-26.0% | $5,124+101.5% |