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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 | $29,977 | $77,920-61.5% | $149,723-80.0% | $75,177-60.1% |
| Participation rate | 62.7% | 65.6%-2.9pp | 78.8%-16.1pp | 67.2%-4.5pp |
| Annual return | 12.10% | 31.72%-19.6pp | 134.50%-122.4pp | 160.75%-148.6pp |
| Employer contribution / active EE | $391 | $3,138-87.5% | $4,821-91.9% | $2,671-85.3% |
| Participant deferral / active EE | $518 | $3,411-84.8% | $5,682-90.9% | $4,126-87.4% |
| Admin fee / account holder | $6,971 | $5,951+17.1% | $13,215-47.3% | $5,651+23.3% |