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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 | $26,084 | $16,790+55.4% | $64,489-59.6% | $67,986-61.6% |
| Participation rate | 53.2% | 62.4%-9.2pp | 67.7%-14.5pp | 57.2%-4.0pp |
| Annual return | 10.32% | 30.55%-20.2pp | 55.03%-44.7pp | 31.67%-21.3pp |
| Employer contribution / active EE | $1,254 | $648+93.6% | $1,523-17.7% | $2,019-37.9% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $2,778-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,459 | $1,690+45.5% | $4,260-42.3% | $3,203-23.2% |