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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 | $80,672 | $43,749+84.4% | $158,223-49.0% | $65,306+23.5% |
| Participation rate | 27.7% | 56.9%-29.2pp | 79.2%-51.5pp | 57.7%-29.9pp |
| Annual return | 10.55% | 19.41%-8.9pp | 52.09%-41.5pp | 21.94%-11.4pp |
| Employer contribution / active EE | $436 | $1,497-70.9% | $4,109-89.4% | $1,967-77.8% |
| Participant deferral / active EE | $718 | $2,019-64.4% | $5,467-86.9% | $2,959-75.7% |
| Admin fee / account holder | $475 | $1,930-75.4% | $16,047-97.0% | $3,480-86.4% |