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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 | $15,175 | $86,050-82.4% | $189,758-92.0% | $94,015-83.9% |
| Participation rate | 63.2% | 68.9%-5.7pp | 79.8%-16.6pp | 70.8%-7.7pp |
| Annual return | 8.98% | 17.77%-8.8pp | 52.62%-43.6pp | 17.84%-8.9pp |
| Employer contribution / active EE | $521 | $2,819-81.5% | $4,767-89.1% | $2,790-81.3% |
| Participant deferral / active EE | $998 | $3,349-70.2% | $5,856-83.0% | $4,249-76.5% |
| Admin fee / account holder | $1,811 | $6,627-72.7% | $20,388-91.1% | $8,951-79.8% |