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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 | $36,873 | $81,487-54.8% | $102,412-64.0% | $80,935-54.4% |
| Participation rate | 48.8% | 66.8%-18.0pp | 74.5%-25.7pp | 67.7%-18.8pp |
| Annual return | 7.98% | 25.60%-17.6pp | 24.94%-17.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $2,431 | $3,103-21.6% | $3,870-37.2% | $2,757-11.8% |
| Participant deferral / active EE | $1,093 | $3,871-71.8% | $5,060-78.4% | $4,299-74.6% |
| Admin fee / account holder | $9,712 | $6,717+44.6% | $8,388+15.8% | $6,924+40.3% |