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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 | $13,978 | $25,014-44.1% | $69,701-79.9% | $80,874-82.7% |
| Participation rate | 66.3% | 64.2%+2.1pp | 66.4%-0.1pp | 67.6%-1.3pp |
| Annual return | 7.08% | 19.07%-12.0pp | 100.32%-93.2pp | 35.62%-28.5pp |
| Employer contribution / active EE | $4,029 | $993+305.8% | $1,713+135.2% | $2,756+46.2% |
| Participant deferral / active EE | $494 | $1,839-73.1% | $2,887-82.9% | $4,297-88.5% |
| Admin fee / account holder | $7,066 | $2,488+184.0% | $4,717+49.8% | $6,935+1.9% |