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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 | $12,519 | $77,920-83.9% | $149,723-91.6% | $75,177-83.3% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 12.23% | 31.72%-19.5pp | 134.50%-122.3pp | 160.75%-148.5pp |
| Employer contribution / active EE | $485 | $3,138-84.5% | $4,821-89.9% | $2,671-81.8% |
| Participant deferral / active EE | $592 | $3,411-82.7% | $5,682-89.6% | $4,126-85.7% |
| Admin fee / account holder | $1,801 | $5,951-69.7% | $13,215-86.4% | $5,651-68.1% |