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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 | $64,920-72.3% | $103,693-82.7% | $86,983-79.3% |
| Participation rate | 26.8% | 63.6%-36.8pp | 72.6%-45.9pp | 69.5%-42.8pp |
| Annual return | 9.87% | 30.29%-20.4pp | 47.61%-37.7pp | 25.83%-16.0pp |
| Employer contribution / active EE | $277 | $2,141-87.1% | $2,920-90.5% | $2,584-89.3% |
| Participant deferral / active EE | $477 | $3,241-85.3% | $4,579-89.6% | $4,194-88.6% |
| Admin fee / account holder | $11,150 | $6,191+80.1% | $7,858+41.9% | $7,856+41.9% |