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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 | $25,500 | $68,586-62.8% | $120,380-78.8% | $80,911-68.5% |
| Participation rate | 66.7% | 61.6%+5.1pp | 71.9%-5.2pp | 67.6%-1.0pp |
| Annual return | 6.25% | 23.62%-17.4pp | 107.28%-101.0pp | 35.63%-29.4pp |
| Employer contribution / active EE | $3,246 | $2,053+58.2% | $3,465-6.3% | $2,756+17.8% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,565 | $5,733-72.7% | $9,421-83.4% | $6,935-77.4% |