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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 | $77,358-46.0% | $102,184-59.1% | $87,485-52.3% |
| Participation rate | 58.3% | 78.7%-20.3pp | 82.6%-24.3pp | 68.9%-10.6pp |
| Annual return | 13.66% | 41.11%-27.5pp | 31.58%-17.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $901 | $2,562-64.8% | $3,594-74.9% | $2,596-65.3% |
| Participant deferral / active EE | $2,516 | $6,753-62.7% | $8,309-69.7% | $4,274-41.1% |
| Admin fee / account holder | $8,593 | $6,809+26.2% | $11,609-26.0% | $7,775+10.5% |