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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 | $20,684 | $86,050-76.0% | $189,758-89.1% | $94,015-78.0% |
| Participation rate | 35.1% | 68.9%-33.8pp | 79.8%-44.7pp | 70.8%-35.7pp |
| Annual return | 9.12% | 17.77%-8.7pp | 52.62%-43.5pp | 17.84%-8.7pp |
| Employer contribution / active EE | $584 | $2,819-79.3% | $4,767-87.8% | $2,790-79.1% |
| Participant deferral / active EE | $800 | $3,349-76.1% | $5,856-86.3% | $4,249-81.2% |
| Admin fee / account holder | $4,823 | $6,627-27.2% | $20,388-76.3% | $8,951-46.1% |