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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 | $22,647 | $76,407-70.4% | $150,298-84.9% | $82,448-72.5% |
| Participation rate | 45.7% | 66.4%-20.7pp | 77.8%-32.1pp | 68.1%-22.4pp |
| Annual return | 10.64% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $316 | $2,614-87.9% | $4,154-92.4% | $2,551-87.6% |
| Participant deferral / active EE | $797 | $3,214-75.2% | $5,453-85.4% | $4,139-80.8% |
| Admin fee / account holder | $7,554 | $6,352+18.9% | $14,116-46.5% | $7,234+4.4% |