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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 | $19,359 | $72,027-73.1% | $185,835-89.6% | $79,852-75.8% |
| Participation rate | 53.6% | 65.8%-12.2pp | 78.0%-24.5pp | 69.6%-16.1pp |
| Annual return | 10.56% | 23.13%-12.6pp | 35.96%-25.4pp | 31.72%-21.2pp |
| Employer contribution / active EE | $540 | $1,965-72.5% | $4,087-86.8% | $2,471-78.1% |
| Participant deferral / active EE | $910 | $3,780-75.9% | $5,633-83.8% | $3,740-75.7% |
| Admin fee / account holder | $750 | $4,513-83.4% | $9,502-92.1% | $5,306-85.9% |