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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 | $77,814-64.0% | $158,223-82.3% | $86,983-67.8% |
| Participation rate | 37.6% | 68.4%-30.8pp | 79.2%-41.6pp | 69.5%-31.9pp |
| Annual return | 10.71% | 30.54%-19.8pp | 52.09%-41.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $3,233 | $2,592+24.7% | $4,109-21.3% | $2,584+25.1% |
| Participant deferral / active EE | $685 | $3,270-79.1% | $5,467-87.5% | $4,194-83.7% |
| Admin fee / account holder | $5,771 | $5,879-1.8% | $16,047-64.0% | $7,856-26.5% |