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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 | $67,344 | $46,688+44.2% | $189,758-64.5% | $69,733-3.4% |
| Participation rate | 25.2% | 61.7%-36.5pp | 79.8%-54.6pp | 62.5%-37.2pp |
| Annual return | 7.43% | 14.35%-6.9pp | 52.62%-45.2pp | 15.22%-7.8pp |
| Employer contribution / active EE | $498 | $1,695-70.6% | $4,767-89.6% | $2,250-77.9% |
| Participant deferral / active EE | $859 | $2,143-59.9% | $5,856-85.3% | $3,054-71.9% |
| Admin fee / account holder | $6,846 | $1,700+302.6% | $20,388-66.4% | $3,102+120.7% |