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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 | $10,422 | $57,119-81.8% | $85,187-87.8% | $80,935-87.1% |
| Participation rate | 61.8% | 56.4%+5.4pp | 67.5%-5.7pp | 67.7%-5.9pp |
| Annual return | 9.01% | 21.70%-12.7pp | 66.67%-57.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $3,097 | $1,802+71.9% | $2,732+13.3% | $2,757+12.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $907 | $4,990-81.8% | $6,162-85.3% | $6,924-86.9% |