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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 | $28,649 | $93,589-69.4% | $135,942-78.9% | $75,181-61.9% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 11.91% | 30.90%-19.0pp | 68.28%-56.4pp | 160.69%-148.8pp |
| Employer contribution / active EE | $2,280 | $3,537-35.5% | $4,858-53.1% | $2,671-14.6% |
| Participant deferral / active EE | $2,292 | $6,405-64.2% | $7,759-70.5% | $4,126-44.5% |
| Admin fee / account holder | $723 | $6,977-89.6% | $10,764-93.3% | $5,650-87.2% |