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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 | $91,086-58.4% | $203,872-81.4% | $86,983-56.4% |
| Participation rate | 69.0% | 65.8%+3.1pp | 77.8%-8.8pp | 69.5%-0.6pp |
| Annual return | 11.41% | 22.30%-10.9pp | 85.11%-73.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $4,376 | $2,063+112.1% | $3,757+16.5% | $2,584+69.3% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,081 | $8,987-65.7% | $11,730-73.7% | $7,856-60.8% |