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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 | $25,228 | $98,760-74.5% | $149,715-83.1% | $79,858-68.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 6.34% | 27.43%-21.1pp | 276.66%-270.3pp | 31.72%-25.4pp |
| Employer contribution / active EE | $923 | $3,217-71.3% | $4,645-80.1% | $2,471-62.6% |
| Participant deferral / active EE | $1,165 | $5,681-79.5% | $6,842-83.0% | $3,740-68.9% |
| Admin fee / account holder | $8,254 | $6,053+36.4% | $9,310-11.3% | $5,306+55.6% |