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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 | $81,276-76.8% | $155,574-87.9% | $80,925-76.7% |
| Participation rate | 45.8% | 66.2%-20.4pp | 78.2%-32.4pp | 67.7%-21.8pp |
| Annual return | 6.97% | 33.36%-26.4pp | 64.87%-57.9pp | 35.65%-28.7pp |
| Employer contribution / active EE | $691 | $3,103-77.7% | $4,676-85.2% | $2,756-74.9% |
| Participant deferral / active EE | $545 | $3,453-84.2% | $5,629-90.3% | $4,299-87.3% |
| Admin fee / account holder | $4,641 | $7,993-41.9% | $15,914-70.8% | $6,940-33.1% |