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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 | $31,817 | $86,940-63.4% | $102,434-68.9% | $80,935-60.7% |
| Participation rate | 51.2% | 72.4%-21.2pp | 76.5%-25.3pp | 67.7%-16.5pp |
| Annual return | 8.97% | 18.89%-9.9pp | 29.46%-20.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $962 | $2,370-59.4% | $3,023-68.2% | $2,757-65.1% |
| Participant deferral / active EE | $1,700 | $4,121-58.7% | $5,055-66.4% | $4,299-60.5% |
| Admin fee / account holder | $19,810 | $8,047+146.2% | $9,462+109.4% | $6,924+186.1% |