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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 | $69,889 | $58,627+19.2% | $76,735-8.9% | $82,448-15.2% |
| Participation rate | 25.0% | 63.2%-38.2pp | 69.5%-44.5pp | 68.1%-43.1pp |
| Annual return | 12.93% | 39.10%-26.2pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $628 | $1,729-63.7% | $2,454-74.4% | $2,551-75.4% |
| Participant deferral / active EE | $978 | $3,134-68.8% | $4,088-76.1% | $4,139-76.4% |
| Admin fee / account holder | $16,942 | $5,323+218.3% | $7,189+135.6% | $7,234+134.2% |