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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 | $14,921 | $61,391-75.7% | $149,723-90.0% | $71,529-79.1% |
| Participation rate | 50.0% | 62.5%-12.5pp | 78.8%-28.8pp | 67.9%-17.9pp |
| Annual return | 10.07% | 35.88%-25.8pp | 134.50%-124.4pp | 28.97%-18.9pp |
| Employer contribution / active EE | $2,315 | $2,384-2.9% | $4,821-52.0% | $2,590-10.6% |
| Participant deferral / active EE | $728 | $2,921-75.1% | $5,682-87.2% | $4,291-83.0% |
| Admin fee / account holder | $2,238 | $1,264+77.0% | $13,215-83.1% | $1,588+40.9% |