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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 | $17,888 | $106,280-83.2% | $96,538-81.5% | $139,487-87.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 9.51% | 38.48%-29.0pp | 35.74%-26.2pp | 373.84%-364.3pp |
| Employer contribution / active EE | $8,701 | $4,107+111.8% | $3,740+132.6% | $4,755+83.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,267 | $7,888-58.6% | $6,737-51.5% | $11,407-71.4% |