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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 | $58,234-64.4% | $81,783-74.6% | $80,874-74.4% |
| Participation rate | 69.0% | 63.4%+5.5pp | 72.4%-3.4pp | 67.6%+1.3pp |
| Annual return | 8.18% | 41.70%-33.5pp | 775.05%-766.9pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,916 | $2,341-18.2% | $2,913-34.2% | $2,756-30.5% |
| Participant deferral / active EE | $340 | $3,283-89.7% | $4,320-92.1% | $4,297-92.1% |
| Admin fee / account holder | $2,270 | $4,982-54.4% | $7,380-69.2% | $6,935-67.3% |