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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 | $13,357 | $81,276-83.6% | $155,574-91.4% | $80,925-83.5% |
| Participation rate | 62.0% | 66.2%-4.2pp | 78.2%-16.2pp | 67.7%-5.7pp |
| Annual return | 10.53% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $526 | $3,103-83.1% | $4,676-88.8% | $2,756-80.9% |
| Participant deferral / active EE | $443 | $3,453-87.2% | $5,629-92.1% | $4,299-89.7% |
| Admin fee / account holder | $1,291 | $7,993-83.9% | $15,914-91.9% | $6,940-81.4% |