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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 | $11,152 | $78,690-85.8% | $161,489-93.1% | $87,485-87.3% |
| Participation rate | 65.5% | 67.5%-2.0pp | 78.7%-13.2pp | 68.9%-3.5pp |
| Annual return | 8.67% | 32.74%-24.1pp | 89.72%-81.1pp | 26.06%-17.4pp |
| Employer contribution / active EE | $1,322 | $2,588-48.9% | $4,268-69.0% | $2,596-49.1% |
| Participant deferral / active EE | $465 | $3,311-86.0% | $5,630-91.7% | $4,274-89.1% |
| Admin fee / account holder | $3,738 | $6,724-44.4% | $16,006-76.6% | $7,775-51.9% |