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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 | $18,045 | $85,171-78.8% | $172,753-89.6% | $72,976-75.3% |
| Participation rate | 69.8% | 70.1%-0.3pp | 82.6%-12.8pp | 69.5%+0.3pp |
| Annual return | 2.44% | 27.32%-24.9pp | 803.00%-800.6pp | 81.02%-78.6pp |
| Employer contribution / active EE | $607 | $3,324-81.7% | $5,144-88.2% | $2,440-75.1% |
| Participant deferral / active EE | $732 | $3,260-77.5% | $5,198-85.9% | $3,608-79.7% |
| Admin fee / account holder | $3,050 | $5,880-48.1% | $13,956-78.1% | $5,124-40.5% |