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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 | $18,863 | $81,262-76.8% | $155,602-87.9% | $80,911-76.7% |
| Participation rate | 45.8% | 66.2%-20.4pp | 78.2%-32.4pp | 67.6%-21.8pp |
| Annual return | 6.97% | 33.34%-26.4pp | 64.81%-57.8pp | 35.63%-28.7pp |
| Employer contribution / active EE | $691 | $3,102-77.7% | $4,675-85.2% | $2,756-74.9% |
| Participant deferral / active EE | $545 | $3,451-84.2% | $5,629-90.3% | $4,297-87.3% |
| Admin fee / account holder | $4,641 | $7,992-41.9% | $15,923-70.9% | $6,935-33.1% |