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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 | $7,320 | $87,166-91.6% | $76,735-90.5% | $137,256-94.7% |
| Participation rate | 61.9% | 74.4%-12.4pp | 69.5%-7.6pp | 80.0%-18.1pp |
| Annual return | 7.92% | 26.50%-18.6pp | 29.77%-21.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $695 | $2,904-76.1% | $2,454-71.7% | $4,156-83.3% |
| Participant deferral / active EE | $838 | $4,726-82.3% | $4,088-79.5% | $6,407-86.9% |
| Admin fee / account holder | $4,066 | $8,403-51.6% | $7,189-43.4% | $12,270-66.9% |