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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 | $25,510 | $77,574-67.1% | $108,753-76.5% | $86,983-70.7% |
| Participation rate | 44.1% | 62.3%-18.2pp | 71.1%-27.0pp | 69.5%-25.4pp |
| Annual return | 10.34% | 18.42%-8.1pp | 37.47%-27.1pp | 25.83%-15.5pp |
| Employer contribution / active EE | $356 | $1,611-77.9% | $2,427-85.3% | $2,584-86.2% |
| Participant deferral / active EE | $1,137 | $3,128-63.6% | $4,115-72.4% | $4,194-72.9% |
| Admin fee / account holder | $12,483 | $6,529+91.2% | $10,320+21.0% | $7,856+58.9% |