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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 | $21,805 | $54,763-60.2% | $90,324-75.9% | $72,976-70.1% |
| Participation rate | 50.9% | 65.2%-14.2pp | 73.3%-22.4pp | 69.5%-18.6pp |
| Annual return | 4.10% | 30.63%-26.5pp | 78.15%-74.0pp | 81.02%-76.9pp |
| Employer contribution / active EE | $756 | $2,093-63.9% | $2,856-73.5% | $2,440-69.0% |
| Participant deferral / active EE | $614 | $2,887-78.7% | $3,885-84.2% | $3,608-83.0% |
| Admin fee / account holder | $4,108 | $3,973+3.4% | $5,356-23.3% | $5,124-19.8% |