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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 | $18,515 | $57,140-67.6% | $85,240-78.3% | $80,959-77.1% |
| Participation rate | 57.7% | 56.4%+1.3pp | 67.5%-9.8pp | 67.7%-10.0pp |
| Annual return | 10.28% | 21.71%-11.4pp | 66.75%-56.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $464 | $1,802-74.3% | $2,735-83.0% | $2,757-83.2% |
| Participant deferral / active EE | $103 | $3,115-96.7% | $4,527-97.7% | $4,300-97.6% |
| Admin fee / account holder | $3,377 | $4,992-32.4% | $6,165-45.2% | $6,925-51.2% |