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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 | $27,105 | $91,198-70.3% | $178,503-84.8% | $79,856-66.1% |
| Participation rate | 61.4% | 69.2%-7.8pp | 81.9%-20.5pp | 69.6%-8.2pp |
| Annual return | 8.83% | 24.20%-15.4pp | 151.12%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $900 | $3,257-72.3% | $5,011-82.0% | $2,471-63.6% |
| Participant deferral / active EE | $768 | $3,237-76.3% | $5,202-85.2% | $3,741-79.5% |
| Admin fee / account holder | $6,677 | $6,748-1.1% | $13,987-52.3% | $5,306+25.8% |