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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 | $18,480 | $46,072-59.9% | $69,779-73.5% | $55,167-66.5% |
| Participation rate | 24.5% | 67.5%-42.9pp | 71.8%-47.3pp | 69.0%-44.5pp |
| Annual return | 1.99% | 8.68%-6.7pp | 12.99%-11.0pp | 169.23%-167.2pp |
| Employer contribution / active EE | $616 | $1,500-58.9% | $2,338-73.6% | $1,963-68.6% |
| Participant deferral / active EE | $1,026 | $2,344-56.2% | $2,931-65.0% | $3,054-66.4% |
| Admin fee / account holder | $1,464 | $428+242.4% | $4,381-66.6% | $504+190.6% |