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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 | $30,055 | $77,574-61.3% | $108,753-72.4% | $86,983-65.4% |
| Participation rate | 64.5% | 62.3%+2.2pp | 71.1%-6.6pp | 69.5%-5.1pp |
| Annual return | 10.20% | 18.42%-8.2pp | 37.47%-27.3pp | 25.83%-15.6pp |
| Employer contribution / active EE | $755 | $1,611-53.1% | $2,427-68.9% | $2,584-70.8% |
| Participant deferral / active EE | $886 | $3,128-71.7% | $4,115-78.5% | $4,194-78.9% |
| Admin fee / account holder | $2,208 | $6,529-66.2% | $10,320-78.6% | $7,856-71.9% |