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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 | $25,488 | $78,690-67.6% | $161,489-84.2% | $87,485-70.9% |
| Participation rate | 58.5% | 67.5%-8.9pp | 78.7%-20.2pp | 68.9%-10.4pp |
| Annual return | 11.93% | 32.74%-20.8pp | 89.72%-77.8pp | 26.06%-14.1pp |
| Employer contribution / active EE | $585 | $2,588-77.4% | $4,268-86.3% | $2,596-77.5% |
| Participant deferral / active EE | $794 | $3,311-76.0% | $5,630-85.9% | $4,274-81.4% |
| Admin fee / account holder | $333 | $6,724-95.1% | $16,006-97.9% | $7,775-95.7% |