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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 | $17,980 | $51,638-65.2% | $68,368-73.7% | $82,448-78.2% |
| Participation rate | 26.8% | 63.6%-36.8pp | 73.8%-47.0pp | 68.1%-41.3pp |
| Annual return | 9.87% | 37.53%-27.7pp | 292.57%-282.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $277 | $2,047-86.5% | $2,649-89.5% | $2,551-89.1% |
| Participant deferral / active EE | $477 | $2,914-83.6% | $4,123-88.4% | $4,139-88.5% |
| Admin fee / account holder | $11,150 | $4,643+140.1% | $5,150+116.5% | $7,234+54.1% |