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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 | $35,871 | $46,599-23.0% | $64,101-44.0% | $75,173-52.3% |
| Participation rate | 55.6% | 65.9%-10.4pp | 72.3%-16.8pp | 67.2%-11.6pp |
| Annual return | 6.62% | 26.06%-19.4pp | 33.72%-27.1pp | 160.72%-154.1pp |
| Employer contribution / active EE | $447 | $1,975-77.4% | $2,749-83.7% | $2,671-83.3% |
| Participant deferral / active EE | $683 | $2,837-75.9% | $3,881-82.4% | $4,126-83.5% |
| Admin fee / account holder | $4,310 | $2,956+45.8% | $3,070+40.4% | $5,651-23.7% |