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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 | $15,387 | $48,078-68.0% | $78,676-80.4% | $62,881-75.5% |
| Participation rate | 30.9% | 65.2%-34.3pp | 73.6%-42.7pp | 69.3%-38.4pp |
| Annual return | 4.18% | 31.36%-27.2pp | 62.19%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $689 | $2,015-65.8% | $2,850-75.8% | $2,281-69.8% |
| Participant deferral / active EE | $687 | $2,587-73.4% | $3,517-80.5% | $3,203-78.6% |
| Admin fee / account holder | $6,141 | $3,206+91.5% | $4,510+36.2% | $4,296+42.9% |