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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 | $28,483 | $103,038-72.4% | $90,324-68.5% | $152,909-81.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 6.87% | 95.25%-88.4pp | 78.15%-71.3pp | 345.46%-338.6pp |
| Employer contribution / active EE | $2,640 | $3,141-15.9% | $2,856-7.6% | $4,764-44.6% |
| Participant deferral / active EE | $537 | $4,282-87.5% | $3,885-86.2% | $5,851-90.8% |
| Admin fee / account holder | $2,008 | $6,177-67.5% | $5,356-62.5% | $11,601-82.7% |