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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 | $63,372 | $78,520-19.3% | $96,576-34.4% | $82,448-23.1% |
| Participation rate | 64.2% | 77.7%-13.5pp | 81.4%-17.2pp | 68.1%-3.9pp |
| Annual return | 10.91% | 41.30%-30.4pp | 38.47%-27.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $529 | $2,630-79.9% | $3,553-85.1% | $2,551-79.3% |
| Participant deferral / active EE | $2,144 | $6,754-68.3% | $7,956-73.1% | $4,139-48.2% |
| Admin fee / account holder | $17,382 | $13,455+29.2% | $11,381+52.7% | $7,234+140.3% |