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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 | $25,274 | $88,672-71.5% | $105,223-76.0% | $82,448-69.3% |
| Participation rate | 59.5% | 67.9%-8.5pp | 75.0%-15.6pp | 68.1%-8.6pp |
| Annual return | 12.64% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,928 | $3,048+28.9% | $3,689+6.5% | $2,551+54.0% |
| Participant deferral / active EE | $626 | $4,036-84.5% | $5,072-87.7% | $4,139-84.9% |
| Admin fee / account holder | $2,520 | $7,146-64.7% | $8,859-71.6% | $7,234-65.2% |