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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 | $17,535 | $47,848-63.4% | $81,473-78.5% | $70,126-75.0% |
| Participation rate | 69.8% | 58.3%+11.5pp | 68.0%+1.9pp | 69.5%+0.3pp |
| Annual return | 11.95% | 27.25%-15.3pp | 38.78%-26.8pp | 73.15%-61.2pp |
| Employer contribution / active EE | $4,533 | $1,527+196.8% | $2,568+76.5% | $2,343+93.5% |
| Participant deferral / active EE | $595 | $2,453-75.8% | $3,537-83.2% | $3,332-82.1% |
| Admin fee / account holder | $6,587 | $3,145+109.5% | $4,561+44.4% | $4,645+41.8% |