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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 | $25,203 | $54,541-53.8% | $78,778-68.0% | $70,126-64.1% |
| Participation rate | 64.5% | 60.8%+3.7pp | 69.2%-4.7pp | 69.5%-5.1pp |
| Annual return | 11.54% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $350 | $1,089-67.8% | $1,986-82.4% | $2,343-85.1% |
| Participant deferral / active EE | $781 | $2,210-64.6% | $2,958-73.6% | $3,332-76.5% |
| Admin fee / account holder | $473 | $3,709-87.3% | $5,134-90.8% | $4,645-89.8% |