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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 | $24,895 | $65,364-61.9% | $92,909-73.2% | $72,975-65.9% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 15.25% | 42.11%-26.9pp | 109.44%-94.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $4,799 | $2,594+85.0% | $3,653+31.3% | $2,440+96.7% |
| Participant deferral / active EE | $618 | $3,128-80.2% | $4,238-85.4% | $3,608-82.9% |
| Admin fee / account holder | $5,088 | $4,251+19.7% | $5,795-12.2% | $5,124-0.7% |