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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 | $25,812 | $85,766-69.9% | $136,298-81.1% | $70,126-63.2% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 10.98% | 31.46%-20.5pp | 5156.27%-5145.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,115 | $2,966-62.4% | $4,696-76.2% | $2,343-52.4% |
| Participant deferral / active EE | $1,798 | $5,051-64.4% | $6,247-71.2% | $3,332-46.0% |
| Admin fee / account holder | $1,655 | $5,421-69.5% | $9,244-82.1% | $4,645-64.4% |