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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 | $28,315 | $80,985-65.0% | $96,576-70.7% | $75,181-62.3% |
| Participation rate | 48.4% | 71.8%-23.4pp | 76.0%-27.6pp | 67.2%-18.8pp |
| Annual return | 11.83% | 27.05%-15.2pp | 25.87%-14.0pp | 160.69%-148.9pp |
| Employer contribution / active EE | $925 | $2,282-59.5% | $2,965-68.8% | $2,671-65.4% |
| Participant deferral / active EE | $1,765 | $3,929-55.1% | $4,851-63.6% | $4,126-57.2% |
| Admin fee / account holder | $8,276 | $6,719+23.2% | $8,253+0.3% | $5,650+46.5% |