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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 | $20,740 | $58,311-64.4% | $81,882-74.7% | $80,959-74.4% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.4%-3.4pp | 67.7%+1.3pp |
| Annual return | 8.18% | 41.85%-33.7pp | 779.47%-771.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,916 | $2,347-18.4% | $2,916-34.3% | $2,757-30.5% |
| Participant deferral / active EE | $340 | $3,287-89.7% | $4,323-92.1% | $4,300-92.1% |
| Admin fee / account holder | $2,270 | $4,752-52.2% | $7,360-69.2% | $6,925-67.2% |