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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 | $25,095 | $106,749-76.5% | $145,433-82.7% | $82,448-69.6% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 13.23% | 27.59%-14.4pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $856 | $3,444-75.2% | $4,554-81.2% | $2,551-66.5% |
| Participant deferral / active EE | $1,330 | $6,519-79.6% | $7,897-83.2% | $4,139-67.9% |
| Admin fee / account holder | $2,228 | $8,390-73.4% | $13,129-83.0% | $7,234-69.2% |