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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 | $27,630 | $66,319-58.3% | $93,621-70.5% | $65,185-57.6% |
| Participation rate | 65.7% | 74.0%-8.3pp | 75.8%-10.1pp | 70.2%-4.5pp |
| Annual return | 15.19% | 42.59%-27.4pp | 32.76%-17.6pp | 29.38%-14.2pp |
| Employer contribution / active EE | $888 | $2,013-55.9% | $2,719-67.3% | $2,177-59.2% |
| Participant deferral / active EE | $1,237 | $3,343-63.0% | $4,070-69.6% | $3,514-64.8% |
| Admin fee / account holder | $432 | $6,900-93.7% | $7,890-94.5% | $847-49.0% |