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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 | $25,019 | $89,367-72.0% | $141,191-82.3% | $72,975-65.7% |
| Participation rate | 47.7% | 75.1%-27.4pp | 82.5%-34.7pp | 69.5%-21.8pp |
| Annual return | 18.31% | 111.87%-93.6pp | 71.41%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,380 | $3,115-23.6% | $4,736-49.8% | $2,440-2.5% |
| Participant deferral / active EE | $1,308 | $5,419-75.9% | $6,710-80.5% | $3,608-63.7% |
| Admin fee / account holder | $7,485 | $5,957+25.7% | $10,264-27.1% | $5,124+46.1% |