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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 | $21,194 | $48,050-55.9% | $96,754-78.1% | $64,340-67.1% |
| Participation rate | 21.8% | 40.6%-18.8pp | 70.3%-48.5pp | 55.2%-33.4pp |
| Annual return | 4.12% | 23.41%-19.3pp | 82.04%-77.9pp | 24.14%-20.0pp |
| Employer contribution / active EE | $721 | $1,204-40.1% | $2,679-73.1% | $1,862-61.3% |
| Participant deferral / active EE | $420 | $2,191-80.8% | $4,758-91.2% | $2,980-85.9% |
| Admin fee / account holder | $5,747 | $3,741+53.6% | $8,905-35.5% | $3,703+55.2% |