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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 | $39,337 | $57,541-31.6% | $95,759-58.9% | $75,177-47.7% |
| Participation rate | 57.9% | 62.5%-4.6pp | 72.3%-14.4pp | 67.2%-9.3pp |
| Annual return | 13.46% | 34.93%-21.5pp | 28.42%-15.0pp | 160.75%-147.3pp |
| Employer contribution / active EE | $1,303 | $1,808-27.9% | $2,836-54.0% | $2,671-51.2% |
| Participant deferral / active EE | $806 | $3,074-73.8% | $4,244-81.0% | $4,126-80.5% |
| Admin fee / account holder | $11,541 | $4,099+181.6% | $5,678+103.3% | $5,651+104.2% |