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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 | $77,814-88.0% | $158,223-94.1% | $86,983-89.3% |
| Participation rate | 69.4% | 68.4%+1.0pp | 79.2%-9.8pp | 69.5%-0.1pp |
| Annual return | 10.71% | 30.54%-19.8pp | 52.09%-41.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $1,318 | $2,592-49.2% | $4,109-67.9% | $2,584-49.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,665 | $5,879-54.7% | $16,047-83.4% | $7,856-66.1% |