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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 | $14,753 | $57,590-74.4% | $86,233-82.9% | $82,448-82.1% |
| Participation rate | 19.2% | 57.9%-38.6pp | 69.0%-49.8pp | 68.1%-48.8pp |
| Annual return | 10.79% | 22.41%-11.6pp | 61.39%-50.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $517 | $1,655-68.7% | $2,504-79.3% | $2,551-79.7% |
| Participant deferral / active EE | $674 | $3,080-78.1% | $4,559-85.2% | $4,139-83.7% |
| Admin fee / account holder | $5,351 | $4,730+13.1% | $8,342-35.9% | $7,234-26.0% |