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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 | $47,912 | $72,269-33.7% | $101,271-52.7% | $79,852-40.0% |
| Participation rate | 64.4% | 68.5%-4.0pp | 75.8%-11.4pp | 69.6%-5.2pp |
| Annual return | 9.93% | 22.29%-12.4pp | 46.48%-36.6pp | 31.72%-21.8pp |
| Employer contribution / active EE | $6,498 | $2,692+141.4% | $3,660+77.5% | $2,471+163.0% |
| Participant deferral / active EE | $957 | $3,282-70.8% | $4,371-78.1% | $3,740-74.4% |
| Admin fee / account holder | $2,565 | $4,401-41.7% | $5,948-56.9% | $5,306-51.7% |