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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 | $74,535-59.7% | $100,712-70.2% | $82,637-63.6% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.3%-4.8pp | 68.1%-3.6pp |
| Annual return | 10.20% | 18.92%-8.7pp | 33.27%-23.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $755 | $1,503-49.8% | $2,313-67.4% | $2,552-70.4% |
| Participant deferral / active EE | $886 | $3,074-71.2% | $4,085-78.3% | $4,126-78.5% |
| Admin fee / account holder | $2,208 | $6,576-66.4% | $9,256-76.1% | $7,339-69.9% |