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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 | $19,854 | $56,054-64.6% | $171,082-88.4% | $62,881-68.4% |
| Participation rate | 28.6% | 62.9%-34.3pp | 76.7%-48.1pp | 69.3%-40.7pp |
| Annual return | 5.38% | 22.52%-17.1pp | 32.56%-27.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $288 | $1,731-83.4% | $4,002-92.8% | $2,281-87.4% |
| Participant deferral / active EE | $288 | $3,158-90.9% | $4,797-94.0% | $3,203-91.0% |
| Admin fee / account holder | $5,437 | $3,647+49.1% | $8,520-36.2% | $4,296+26.6% |