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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 | $17,946 | $77,638-76.9% | $156,551-88.5% | $62,881-71.5% |
| Participation rate | 69.7% | 71.2%-1.5pp | 84.0%-14.3pp | 69.3%+0.4pp |
| Annual return | 2.70% | 50.33%-47.6pp | 32.23%-29.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $604 | $3,444-82.5% | $5,501-89.0% | $2,281-73.5% |
| Participant deferral / active EE | $663 | $3,046-78.2% | $4,871-86.4% | $3,203-79.3% |
| Admin fee / account holder | $358 | $5,561-93.6% | $13,028-97.3% | $4,296-91.7% |