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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% | $69,623-79.9% | $80,935-82.7% |
| Participation rate | 66.3% | 64.2%+2.1pp | 66.4%-0.1pp | 67.7%-1.3pp |
| Annual return | 7.08% | 19.08%-12.0pp | 101.23%-94.1pp | 35.66%-28.6pp |
| Employer contribution / active EE | $4,029 | $991+306.5% | $1,709+135.8% | $2,757+46.2% |
| Participant deferral / active EE | $494 | $1,840-73.1% | $2,890-82.9% | $4,299-88.5% |
| Admin fee / account holder | $7,066 | $2,491+183.7% | $4,696+50.5% | $6,924+2.0% |