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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 | $16,377 | $85,171-80.8% | $172,753-90.5% | $72,976-77.6% |
| Participation rate | 65.3% | 70.1%-4.8pp | 82.6%-17.3pp | 69.5%-4.2pp |
| Annual return | 11.13% | 27.32%-16.2pp | 803.00%-791.9pp | 81.02%-69.9pp |
| Employer contribution / active EE | $435 | $3,324-86.9% | $5,144-91.5% | $2,440-82.2% |
| Participant deferral / active EE | $690 | $3,260-78.8% | $5,198-86.7% | $3,608-80.9% |
| Admin fee / account holder | $6,303 | $5,880+7.2% | $13,956-54.8% | $5,124+23.0% |