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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 | $18,795 | $45,087-58.3% | $69,483-72.9% | $72,976-74.2% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 5.35% | 22.67%-17.3pp | 28.99%-23.6pp | 81.02%-75.7pp |
| Employer contribution / active EE | $768 | $2,055-62.6% | $2,780-72.4% | $2,440-68.5% |
| Participant deferral / active EE | $680 | $2,603-73.9% | $3,537-80.8% | $3,608-81.1% |
| Admin fee / account holder | $5,721 | $3,057+87.2% | $3,841+49.0% | $5,124+11.7% |