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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 | $32,101 | $73,978-56.6% | $96,515-66.7% | $75,173-57.3% |
| Participation rate | 64.5% | 66.4%-1.9pp | 74.3%-9.8pp | 67.2%-2.7pp |
| Annual return | 12.53% | 26.72%-14.2pp | 35.73%-23.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $8,814 | $2,931+200.7% | $3,740+135.7% | $2,671+230.0% |
| Participant deferral / active EE | $252 | $3,660-93.1% | $4,880-94.8% | $4,126-93.9% |
| Admin fee / account holder | $3,182 | $5,219-39.0% | $6,735-52.8% | $5,651-43.7% |