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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 | $23,644 | $68,573-65.5% | $120,368-80.4% | $80,874-70.8% |
| Participation rate | 20.4% | 61.6%-41.2pp | 71.9%-51.5pp | 67.6%-47.3pp |
| Annual return | 9.43% | 23.61%-14.2pp | 107.26%-97.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $636 | $2,052-69.0% | $3,465-81.7% | $2,756-76.9% |
| Participant deferral / active EE | $827 | $3,174-74.0% | $4,991-83.4% | $4,297-80.8% |
| Admin fee / account holder | $3,143 | $5,734-45.2% | $9,429-66.7% | $6,935-54.7% |