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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 | $21,890 | $54,541-59.9% | $78,778-72.2% | $70,126-68.8% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 9.40% | 21.07%-11.7pp | 35.62%-26.2pp | 73.15%-63.8pp |
| Employer contribution / active EE | $501 | $1,089-54.0% | $1,986-74.8% | $2,343-78.6% |
| Participant deferral / active EE | $501 | $2,210-77.3% | $2,958-83.1% | $3,332-85.0% |
| Admin fee / account holder | $302 | $3,709-91.9% | $5,134-94.1% | $4,645-93.5% |