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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 | $13,480 | $77,920-82.7% | $149,723-91.0% | $75,177-82.1% |
| Participation rate | 61.9% | 65.6%-3.7pp | 78.8%-16.9pp | 67.2%-5.3pp |
| Annual return | 6.26% | 31.72%-25.5pp | 134.50%-128.2pp | 160.75%-154.5pp |
| Employer contribution / active EE | $1,543 | $3,138-50.8% | $4,821-68.0% | $2,671-42.2% |
| Participant deferral / active EE | $585 | $3,411-82.9% | $5,682-89.7% | $4,126-85.8% |
| Admin fee / account holder | $477 | $5,951-92.0% | $13,215-96.4% | $5,651-91.6% |