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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 | $59,500 | $99,875-40.4% | $146,866-59.5% | $86,983-31.6% |
| Participation rate | 21.3% | 75.8%-54.6pp | 82.5%-61.3pp | 69.5%-48.3pp |
| Annual return | 13.42% | 28.10%-14.7pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $375 | $3,224-88.4% | $4,425-91.5% | $2,584-85.5% |
| Participant deferral / active EE | $1,893 | $6,322-70.1% | $7,759-75.6% | $4,194-54.9% |
| Admin fee / account holder | $2,193 | $7,838-72.0% | $13,620-83.9% | $7,856-72.1% |