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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 | $25,854 | $104,924-75.4% | $84,623-69.4% | $152,885-83.1% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 8.24% | 373.82%-365.6pp | 258.77%-250.5pp | 345.39%-337.2pp |
| Employer contribution / active EE | $2,695 | $3,302-18.4% | $2,652+1.6% | $4,763-43.4% |
| Participant deferral / active EE | $358 | $4,689-92.4% | $3,899-90.8% | $5,851-93.9% |
| Admin fee / account holder | $5,462 | $6,242-12.5% | $4,913+11.2% | $11,598-52.9% |