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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 | $40,350 | $58,493-31.0% | $84,021-52.0% | $72,975-44.7% |
| Participation rate | 38.6% | 61.2%-22.6pp | 69.0%-30.4pp | 69.5%-30.9pp |
| Annual return | 15.98% | 28.93%-13.0pp | 71.32%-55.3pp | 81.01%-65.0pp |
| Employer contribution / active EE | $249 | $1,163-78.6% | $1,984-87.5% | $2,440-89.8% |
| Participant deferral / active EE | $308 | $2,394-87.1% | $3,239-90.5% | $3,608-91.5% |
| Admin fee / account holder | $6,261 | $4,569+37.0% | $6,102+2.6% | $5,124+22.2% |