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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 | $9,299 | $76,407-87.8% | $150,298-93.8% | $82,448-88.7% |
| Participation rate | 69.4% | 66.4%+3.0pp | 77.8%-8.3pp | 68.1%+1.4pp |
| Annual return | 10.71% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,318 | $2,614-49.6% | $4,154-68.3% | $2,551-48.3% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,665 | $6,352-58.0% | $14,116-81.1% | $7,234-63.2% |