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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 | $45,331 | $78,520-42.3% | $96,576-53.1% | $82,448-45.0% |
| Participation rate | 35.1% | 77.7%-42.6pp | 81.4%-46.3pp | 68.1%-32.9pp |
| Annual return | 10.04% | 41.30%-31.3pp | 38.47%-28.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $647 | $2,630-75.4% | $3,553-81.8% | $2,551-74.6% |
| Participant deferral / active EE | $1,191 | $6,754-82.4% | $7,956-85.0% | $4,139-71.2% |
| Admin fee / account holder | $1,331 | $13,455-90.1% | $11,381-88.3% | $7,234-81.6% |