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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 | $52,857 | $58,493-9.6% | $84,023-37.1% | $72,976-27.6% |
| Participation rate | 34.3% | 61.2%-26.9pp | 69.0%-34.7pp | 69.5%-35.2pp |
| Annual return | 15.30% | 28.93%-13.6pp | 71.32%-56.0pp | 81.02%-65.7pp |
| Employer contribution / active EE | $388 | $1,163-66.6% | $1,984-80.4% | $2,440-84.1% |
| Participant deferral / active EE | $772 | $2,394-67.8% | $3,239-76.2% | $3,608-78.6% |
| Admin fee / account holder | $848 | $4,569-81.4% | $6,102-86.1% | $5,124-83.4% |