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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 | $40,979 | $70,486-41.9% | $100,528-59.2% | $79,852-48.7% |
| Participation rate | 56.3% | 73.6%-17.4pp | 79.4%-23.2pp | 69.6%-13.4pp |
| Annual return | 11.70% | 21.90%-10.2pp | 30.90%-19.2pp | 31.72%-20.0pp |
| Employer contribution / active EE | $731 | $2,165-66.2% | $3,419-78.6% | $2,471-70.4% |
| Participant deferral / active EE | $1,375 | $5,182-73.5% | $6,271-78.1% | $3,740-63.2% |
| Admin fee / account holder | $2,434 | $4,480-45.7% | $8,084-69.9% | $5,306-54.1% |