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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 | $13,201 | $77,814-83.0% | $158,223-91.7% | $86,983-84.8% |
| Participation rate | 16.9% | 68.4%-51.5pp | 79.2%-62.3pp | 69.5%-52.7pp |
| Annual return | 11.88% | 30.54%-18.7pp | 52.09%-40.2pp | 25.83%-14.0pp |
| Employer contribution / active EE | $324 | $2,592-87.5% | $4,109-92.1% | $2,584-87.5% |
| Participant deferral / active EE | $505 | $3,270-84.6% | $5,467-90.8% | $4,194-88.0% |
| Admin fee / account holder | $7,231 | $5,879+23.0% | $16,047-54.9% | $7,856-8.0% |