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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 | $44,045 | $43,749+0.7% | $158,223-72.2% | $65,306-32.6% |
| Participation rate | 26.0% | 56.9%-30.9pp | 79.2%-53.2pp | 57.7%-31.7pp |
| Annual return | 10.43% | 19.41%-9.0pp | 52.09%-41.7pp | 21.94%-11.5pp |
| Employer contribution / active EE | $329 | $1,497-78.0% | $4,109-92.0% | $1,967-83.3% |
| Participant deferral / active EE | $599 | $2,019-70.3% | $5,467-89.0% | $2,959-79.8% |
| Admin fee / account holder | $3,632 | $1,930+88.2% | $16,047-77.4% | $3,480+4.4% |