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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 | $38,312 | $65,034-41.1% | $90,970-57.9% | $79,856-52.0% |
| Participation rate | 65.8% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.9pp |
| Annual return | 8.17% | 30.45%-22.3pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $501 | $1,247-59.8% | $2,122-76.4% | $2,471-79.7% |
| Participant deferral / active EE | $897 | $2,512-64.3% | $3,373-73.4% | $3,741-76.0% |
| Admin fee / account holder | $1,809 | $4,536-60.1% | $5,961-69.6% | $5,306-65.9% |