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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 | $26,157 | $37,446-30.1% | $77,552-66.3% | $79,856-67.2% |
| Participation rate | 53.7% | 41.5%+12.2pp | 54.2%-0.5pp | 69.6%-15.9pp |
| Annual return | 1.81% | 39.76%-37.9pp | 54.82%-53.0pp | 31.71%-29.9pp |
| Employer contribution / active EE | $796 | $637+24.9% | $987-19.3% | $2,471-67.8% |
| Participant deferral / active EE | $296 | $1,261-76.5% | $1,861-84.1% | $3,741-92.1% |
| Admin fee / account holder | $932 | $2,506-62.8% | $2,859-67.4% | $5,306-82.4% |