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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 | $9,827 | $78,690-87.5% | $161,489-93.9% | $87,485-88.8% |
| Participation rate | 27.8% | 67.5%-39.7pp | 78.7%-50.9pp | 68.9%-41.2pp |
| Annual return | 11.81% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $926 | $2,588-64.2% | $4,268-78.3% | $2,596-64.3% |
| Participant deferral / active EE | $964 | $3,311-70.9% | $5,630-82.9% | $4,274-77.4% |
| Admin fee / account holder | $3,475 | $6,724-48.3% | $16,006-78.3% | $7,775-55.3% |