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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 | $46,560 | $101,763-54.2% | $164,866-71.8% | $80,874-42.4% |
| Participation rate | 4.7% | 71.8%-67.2pp | 78.6%-74.0pp | 67.6%-63.0pp |
| Annual return | 7.91% | 16.73%-8.8pp | 69.97%-62.1pp | 35.62%-27.7pp |
| Employer contribution / active EE | $847 | $2,954-71.3% | $4,343-80.5% | $2,756-69.2% |
| Participant deferral / active EE | $1,584 | $4,477-64.6% | $6,033-73.7% | $4,297-63.1% |
| Admin fee / account holder | $9,530 | $8,228+15.8% | $12,689-24.9% | $6,935+37.4% |