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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 | $10,122 | $81,276-87.5% | $155,574-93.5% | $80,925-87.5% |
| Participation rate | 48.0% | 66.2%-18.2pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 8.99% | 33.36%-24.4pp | 64.87%-55.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $3,234 | $3,103+4.2% | $4,676-30.8% | $2,756+17.3% |
| Participant deferral / active EE | $296 | $3,453-91.4% | $5,629-94.7% | $4,299-93.1% |
| Admin fee / account holder | $706 | $7,993-91.2% | $15,914-95.6% | $6,940-89.8% |