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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 | $42,348 | $86,949-51.3% | $102,460-58.7% | $80,959-47.7% |
| Participation rate | 39.5% | 72.4%-32.8pp | 76.5%-37.0pp | 67.7%-28.1pp |
| Annual return | 8.26% | 18.89%-10.6pp | 29.47%-21.2pp | 35.67%-27.4pp |
| Employer contribution / active EE | $800 | $2,370-66.3% | $3,025-73.6% | $2,757-71.0% |
| Participant deferral / active EE | $1,266 | $4,121-69.3% | $5,056-75.0% | $4,300-70.6% |
| Admin fee / account holder | $8,990 | $8,048+11.7% | $9,460-5.0% | $6,925+29.8% |