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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 | $59,054+9.3% | $97,260-33.6% | $77,736-17.0% |
| Participation rate | 25.1% | 67.9%-42.8pp | 72.7%-47.6pp | 70.6%-45.5pp |
| Annual return | 11.61% | 16.96%-5.4pp | 75.54%-63.9pp | 31.26%-19.7pp |
| Employer contribution / active EE | $626 | $1,742-64.0% | $2,721-77.0% | $2,728-77.0% |
| Participant deferral / active EE | $962 | $3,930-75.5% | $4,262-77.4% | $4,651-79.3% |
| Admin fee / account holder | $6,522 | $346+1784.0% | $5,640+15.6% | $433+1405.2% |