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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 | $10,527 | $78,690-86.6% | $161,489-93.5% | $87,485-88.0% |
| Participation rate | 36.7% | 67.5%-30.8pp | 78.7%-42.0pp | 68.9%-32.3pp |
| Annual return | 11.08% | 32.74%-21.7pp | 89.72%-78.6pp | 26.06%-15.0pp |
| Employer contribution / active EE | $843 | $2,588-67.4% | $4,268-80.2% | $2,596-67.5% |
| Participant deferral / active EE | $950 | $3,311-71.3% | $5,630-83.1% | $4,274-77.8% |
| Admin fee / account holder | $4,537 | $6,724-32.5% | $16,006-71.7% | $7,775-41.6% |