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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 | $37,220 | $72,273-48.5% | $101,275-63.2% | $79,856-53.4% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 6.69% | 22.30%-15.6pp | 46.48%-39.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,676 | $2,691-37.7% | $3,660-54.2% | $2,471-32.2% |
| Participant deferral / active EE | $932 | $3,282-71.6% | $4,371-78.7% | $3,741-75.1% |
| Admin fee / account holder | $11,389 | $4,401+158.8% | $5,948+91.5% | $5,306+114.6% |