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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 | $25,578 | $72,027-64.5% | $185,835-86.2% | $79,852-68.0% |
| Participation rate | 48.0% | 65.8%-17.8pp | 78.0%-30.0pp | 69.6%-21.6pp |
| Annual return | 8.61% | 23.13%-14.5pp | 35.96%-27.3pp | 31.72%-23.1pp |
| Employer contribution / active EE | $548 | $1,965-72.1% | $4,087-86.6% | $2,471-77.8% |
| Participant deferral / active EE | $1,046 | $3,780-72.3% | $5,633-81.4% | $3,740-72.0% |
| Admin fee / account holder | $2,678 | $4,513-40.6% | $9,502-71.8% | $5,306-49.5% |