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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 | $25,552 | $77,920-67.2% | $149,723-82.9% | $75,177-66.0% |
| Participation rate | 44.8% | 65.6%-20.8pp | 78.8%-34.0pp | 67.2%-22.4pp |
| Annual return | 11.33% | 31.72%-20.4pp | 134.50%-123.2pp | 160.75%-149.4pp |
| Employer contribution / active EE | $711 | $3,138-77.4% | $4,821-85.3% | $2,671-73.4% |
| Participant deferral / active EE | $840 | $3,411-75.4% | $5,682-85.2% | $4,126-79.6% |
| Admin fee / account holder | $1,076 | $5,951-81.9% | $13,215-91.9% | $5,651-81.0% |