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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 | $64,353 | $64,010+0.5% | $108,359-40.6% | $64,3400% |
| Participation rate | 35.3% | 49.4%-14.1pp | 70.1%-34.8pp | 55.2%-20.0pp |
| Annual return | 10.95% | 19.74%-8.8pp | 36.89%-25.9pp | 24.14%-13.2pp |
| Employer contribution / active EE | $595 | $1,029-42.1% | $2,399-75.2% | $1,862-68.0% |
| Participant deferral / active EE | $1,009 | $2,395-57.9% | $4,137-75.6% | $2,980-66.1% |
| Admin fee / account holder | $4,458 | $4,885-8.7% | $9,741-54.2% | $3,703+20.4% |