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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 | $41,763 | $78,520-46.8% | $96,576-56.8% | $82,448-49.3% |
| Participation rate | 58.3% | 77.7%-19.4pp | 81.4%-23.1pp | 68.1%-9.7pp |
| Annual return | 13.66% | 41.30%-27.6pp | 38.47%-24.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $901 | $2,630-65.7% | $3,553-74.7% | $2,551-64.7% |
| Participant deferral / active EE | $2,516 | $6,754-62.7% | $7,956-68.4% | $4,139-39.2% |
| Admin fee / account holder | $8,593 | $13,455-36.1% | $11,381-24.5% | $7,234+18.8% |