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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 | $30,469 | $53,128-42.6% | $86,582-64.8% | $70,126-56.6% |
| Participation rate | 56.8% | 65.3%-8.5pp | 73.5%-16.8pp | 69.5%-12.8pp |
| Annual return | 10.48% | 27.66%-17.2pp | 965.08%-954.6pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,104 | $2,068-46.6% | $2,839-61.1% | $2,343-52.9% |
| Participant deferral / active EE | $636 | $2,695-76.4% | $3,609-82.4% | $3,332-80.9% |
| Admin fee / account holder | $5,553 | $3,584+54.9% | $4,904+13.2% | $4,645+19.5% |