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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 | $27,307 | $98,760-72.3% | $149,715-81.8% | $79,858-65.8% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.5%-40.2pp | 69.6%-27.3pp |
| Annual return | 4.78% | 27.43%-22.6pp | 276.66%-271.9pp | 31.72%-26.9pp |
| Employer contribution / active EE | $799 | $3,217-75.2% | $4,645-82.8% | $2,471-67.7% |
| Participant deferral / active EE | $2,025 | $5,681-64.4% | $6,842-70.4% | $3,740-45.9% |
| Admin fee / account holder | $10,777 | $6,053+78.0% | $9,310+15.8% | $5,306+103.1% |