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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 | $20,128 | $65,367-69.2% | $92,915-78.3% | $72,976-72.4% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 15.64% | 42.11%-26.5pp | 109.45%-93.8pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $998 | $3,128-68.1% | $4,238-76.5% | $3,608-72.3% |
| Admin fee / account holder | $5,427 | $4,251+27.7% | $5,796-6.4% | $5,124+5.9% |