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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 | $38,138 | $86,949-56.1% | $102,460-62.8% | $80,959-52.9% |
| Participation rate | 64.4% | 72.4%-8.0pp | 76.5%-12.1pp | 67.7%-3.3pp |
| Annual return | 7.57% | 18.89%-11.3pp | 29.47%-21.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,032 | $2,370-56.4% | $3,025-65.9% | $2,757-62.6% |
| Participant deferral / active EE | $1,391 | $4,121-66.2% | $5,056-72.5% | $4,300-67.6% |
| Admin fee / account holder | $2,111 | $8,048-73.8% | $9,460-77.7% | $6,925-69.5% |