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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 | $24,027 | $48,364-50.3% | $71,796-66.5% | $62,881-61.8% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 4.85% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $4,303 | $1,042+313.0% | $1,924+123.6% | $2,281+88.7% |
| Participant deferral / active EE | $371 | $2,091-82.2% | $2,794-86.7% | $3,203-88.4% |
| Admin fee / account holder | $6,045 | $3,771+60.3% | $4,815+25.5% | $4,296+40.7% |