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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 | $28,026 | $76,407-63.3% | $150,298-81.4% | $82,448-66.0% |
| Participation rate | 37.6% | 66.4%-28.8pp | 77.8%-40.1pp | 68.1%-30.4pp |
| Annual return | 10.71% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,233 | $2,614+23.7% | $4,154-22.2% | $2,551+26.7% |
| Participant deferral / active EE | $685 | $3,214-78.7% | $5,453-87.4% | $4,139-83.5% |
| Admin fee / account holder | $5,771 | $6,352-9.1% | $14,116-59.1% | $7,234-20.2% |