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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 | $10,085 | $63,703-84.2% | $93,063-89.2% | $82,448-87.8% |
| Participation rate | 30.6% | 63.8%-33.3pp | 72.1%-41.6pp | 68.1%-37.5pp |
| Annual return | 10.04% | -775.43%+785.5pp | 34.15%-24.1pp | 41.64%-31.6pp |
| Employer contribution / active EE | $357 | $1,729-79.3% | $2,476-85.6% | $2,551-86.0% |
| Participant deferral / active EE | $700 | $2,919-76.0% | $3,958-82.3% | $4,139-83.1% |
| Admin fee / account holder | $3,746 | $5,982-37.4% | $6,033-37.9% | $7,234-48.2% |