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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 | $23,534 | $70,486-66.6% | $100,535-76.6% | $79,856-70.5% |
| Participation rate | 51.2% | 73.6%-22.4pp | 79.4%-28.2pp | 69.6%-18.4pp |
| Annual return | 7.39% | 21.90%-14.5pp | 30.90%-23.5pp | 31.71%-24.3pp |
| Employer contribution / active EE | $770 | $2,165-64.4% | $3,419-77.5% | $2,471-68.8% |
| Participant deferral / active EE | $1,290 | $5,182-75.1% | $6,271-79.4% | $3,741-65.5% |
| Admin fee / account holder | $8,028 | $4,480+79.2% | $8,085-0.7% | $5,306+51.3% |