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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 | $11,883 | $57,590-79.4% | $86,233-86.2% | $82,448-85.6% |
| Participation rate | 25.0% | 57.9%-32.9pp | 69.0%-44.0pp | 68.1%-43.1pp |
| Annual return | 9.23% | 22.41%-13.2pp | 61.39%-52.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $325 | $1,655-80.4% | $2,504-87.0% | $2,551-87.3% |
| Participant deferral / active EE | $724 | $3,080-76.5% | $4,559-84.1% | $4,139-82.5% |
| Admin fee / account holder | $10,826 | $4,730+128.9% | $8,342+29.8% | $7,234+49.6% |