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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 | $17,079 | $81,262-79.0% | $155,602-89.0% | $80,911-78.9% |
| Participation rate | 68.4% | 66.2%+2.2pp | 78.2%-9.8pp | 67.6%+0.8pp |
| Annual return | 8.02% | 33.34%-25.3pp | 64.81%-56.8pp | 35.63%-27.6pp |
| Employer contribution / active EE | $946 | $3,102-69.5% | $4,675-79.8% | $2,756-65.7% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,830 | $7,992-64.6% | $15,923-82.2% | $6,935-59.2% |