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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 | $22,379 | $81,504-72.5% | $102,437-78.2% | $80,959-72.4% |
| Participation rate | 68.5% | 66.9%+1.7pp | 74.5%-6.0pp | 67.7%+0.9pp |
| Annual return | 9.47% | 25.60%-16.1pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,752 | $3,104-11.3% | $3,871-28.9% | $2,757-0.2% |
| Participant deferral / active EE | $191 | $3,871-95.1% | $5,060-96.2% | $4,300-95.5% |
| Admin fee / account holder | $4,967 | $6,719-26.1% | $8,388-40.8% | $6,925-28.3% |