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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 | $31,926 | $89,367-64.3% | $141,191-77.4% | $72,975-56.3% |
| Participation rate | 27.9% | 75.1%-47.2pp | 82.5%-54.6pp | 69.5%-41.6pp |
| Annual return | 13.10% | 111.87%-98.8pp | 71.41%-58.3pp | 81.01%-67.9pp |
| Employer contribution / active EE | $973 | $3,115-68.8% | $4,736-79.5% | $2,440-60.1% |
| Participant deferral / active EE | $1,800 | $5,419-66.8% | $6,710-73.2% | $3,608-50.1% |
| Admin fee / account holder | $2,869 | $5,957-51.8% | $10,264-72.0% | $5,124-44.0% |