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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 | $37,882 | $109,782-65.5% | $260,467-85.5% | $94,015-59.7% |
| Participation rate | 69.0% | 67.2%+1.8pp | 80.5%-11.5pp | 70.8%-1.9pp |
| Annual return | 11.41% | 18.60%-7.2pp | 100.60%-89.2pp | 17.84%-6.4pp |
| Employer contribution / active EE | $4,376 | $2,147+103.9% | $4,239+3.2% | $2,790+56.8% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $6,319-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,081 | $11,958-74.2% | $15,461-80.1% | $8,951-65.6% |