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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 | $35,764 | $77,962-54.1% | $178,540-80.0% | $80,935-55.8% |
| Participation rate | 69.7% | 65.7%+4.0pp | 77.1%-7.4pp | 67.7%+2.0pp |
| Annual return | 6.13% | 18.10%-12.0pp | 27.15%-21.0pp | 35.66%-29.5pp |
| Employer contribution / active EE | $848 | $2,280-62.8% | $3,953-78.5% | $2,757-69.2% |
| Participant deferral / active EE | $1,361 | $4,404-69.1% | $6,281-78.3% | $4,299-68.4% |
| Admin fee / account holder | $3,231 | $7,156-54.9% | $10,424-69.0% | $6,924-53.3% |