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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 | $21,702 | $72,027-69.9% | $185,835-88.3% | $79,852-72.8% |
| Participation rate | 65.4% | 65.8%-0.4pp | 78.0%-12.7pp | 69.6%-4.3pp |
| Annual return | 7.65% | 23.13%-15.5pp | 35.96%-28.3pp | 31.72%-24.1pp |
| Employer contribution / active EE | $2,728 | $1,965+38.8% | $4,087-33.3% | $2,471+10.4% |
| Participant deferral / active EE | $792 | $3,780-79.1% | $5,633-85.9% | $3,740-78.8% |
| Admin fee / account holder | $5,916 | $4,513+31.1% | $9,502-37.7% | $5,306+11.5% |