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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 | $64,536 | $59,093+9.2% | $97,295-33.7% | $77,762-17.0% |
| Participation rate | 25.1% | 67.8%-42.7pp | 72.7%-47.6pp | 70.6%-45.5pp |
| Annual return | 11.61% | 16.93%-5.3pp | 75.62%-64.0pp | 31.27%-19.7pp |
| Employer contribution / active EE | $626 | $1,727-63.7% | $2,723-77.0% | $2,728-77.0% |
| Participant deferral / active EE | $962 | $3,901-75.3% | $4,264-77.4% | $4,651-79.3% |
| Admin fee / account holder | $6,522 | $346+1784.1% | $5,646+15.5% | $433+1406.6% |