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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 | $30,815 | $77,920-60.5% | $149,723-79.4% | $75,177-59.0% |
| Participation rate | 28.3% | 65.6%-37.3pp | 78.8%-50.5pp | 67.2%-38.9pp |
| Annual return | 11.20% | 31.72%-20.5pp | 134.50%-123.3pp | 160.75%-149.6pp |
| Employer contribution / active EE | $718 | $3,138-77.1% | $4,821-85.1% | $2,671-73.1% |
| Participant deferral / active EE | $836 | $3,411-75.5% | $5,682-85.3% | $4,126-79.7% |
| Admin fee / account holder | $6,861 | $5,951+15.3% | $13,215-48.1% | $5,651+21.4% |