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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 | $73,787-59.3% | $98,716-69.6% | $82,448-63.5% |
| Participation rate | 64.5% | 61.4%+3.1pp | 69.3%-4.8pp | 68.1%-3.6pp |
| Annual return | 10.20% | 18.57%-8.4pp | 31.81%-21.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $755 | $1,511-50.1% | $2,279-66.9% | $2,551-70.4% |
| Participant deferral / active EE | $886 | $3,081-71.2% | $4,048-78.1% | $4,139-78.6% |
| Admin fee / account holder | $2,208 | $6,500-66.0% | $8,703-74.6% | $7,234-69.5% |