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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 | $23,789 | $77,472-69.3% | $100,392-76.3% | $80,935-70.6% |
| Participation rate | 51.2% | 76.9%-25.8pp | 81.5%-30.3pp | 67.7%-16.5pp |
| Annual return | 8.81% | 37.26%-28.4pp | 49.45%-40.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,617 | $6,818-76.3% | $8,090-80.0% | $4,299-62.4% |
| Admin fee / account holder | $12,024 | $5,885+104.3% | $7,904+52.1% | $6,924+73.6% |