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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 | $41,040 | $70,486-41.8% | $100,528-59.2% | $79,852-48.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 79.4%-12.8pp | 69.6%-3.0pp |
| Annual return | 2.33% | 21.90%-19.6pp | 30.90%-28.6pp | 31.72%-29.4pp |
| Employer contribution / active EE | $854 | $2,165-60.5% | $3,419-75.0% | $2,471-65.4% |
| Participant deferral / active EE | $1,146 | $5,182-77.9% | $6,271-81.7% | $3,740-69.4% |
| Admin fee / account holder | $5,915 | $4,480+32.0% | $8,084-26.8% | $5,306+11.5% |