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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 | $19,781 | $91,086-78.3% | $203,872-90.3% | $86,983-77.3% |
| Participation rate | 69.2% | 65.8%+3.4pp | 77.8%-8.6pp | 69.5%-0.3pp |
| Annual return | 10.20% | 22.30%-12.1pp | 85.11%-74.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,267 | $4,019-68.5% | $6,388-80.2% | $4,194-69.8% |
| Admin fee / account holder | $6,393 | $8,987-28.9% | $11,730-45.5% | $7,856-18.6% |