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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 | $17,110 | $91,179-81.2% | $178,499-90.4% | $79,852-78.6% |
| Participation rate | 42.7% | 69.2%-26.5pp | 81.9%-39.2pp | 69.6%-26.9pp |
| Annual return | 7.03% | 24.19%-17.2pp | 151.10%-144.1pp | 31.72%-24.7pp |
| Employer contribution / active EE | $512 | $3,256-84.3% | $5,011-89.8% | $2,471-79.3% |
| Participant deferral / active EE | $728 | $3,236-77.5% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $5,484 | $6,749-18.7% | $13,986-60.8% | $5,306+3.3% |