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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 | $21,050 | $64,920-67.6% | $103,693-79.7% | $86,983-75.8% |
| Participation rate | 62.5% | 63.6%-1.1pp | 72.6%-10.1pp | 69.5%-7.0pp |
| Annual return | 7.49% | 30.29%-22.8pp | 47.61%-40.1pp | 25.83%-18.3pp |
| Employer contribution / active EE | $248 | $2,141-88.4% | $2,920-91.5% | $2,584-90.4% |
| Participant deferral / active EE | $616 | $3,241-81.0% | $4,579-86.5% | $4,194-85.3% |
| Admin fee / account holder | $7,770 | $6,191+25.5% | $7,858-1.1% | $7,856-1.1% |