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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 | $25,492 | $97,125-73.8% | $86,233-70.4% | $137,256-81.4% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 9.00% | 74.19%-65.2pp | 61.39%-52.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $646 | $2,841-77.3% | $2,504-74.2% | $4,156-84.5% |
| Participant deferral / active EE | $646 | $5,180-87.5% | $4,559-85.8% | $6,407-89.9% |
| Admin fee / account holder | $9,082 | $9,725-6.6% | $8,342+8.9% | $12,270-26.0% |