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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 | $58,118 | $85,515-32.0% | $112,040-48.1% | $67,986-14.5% |
| Participation rate | 29.2% | 68.2%-39.0pp | 76.5%-47.3pp | 57.2%-28.0pp |
| Annual return | 11.27% | 29.68%-18.4pp | 24.52%-13.2pp | 31.67%-20.4pp |
| Employer contribution / active EE | $746 | $2,191-66.0% | $2,954-74.8% | $2,019-63.1% |
| Participant deferral / active EE | $1,538 | $4,014-61.7% | $5,098-69.8% | $3,358-54.2% |
| Admin fee / account holder | $15,519 | $3,774+311.2% | $12,098+28.3% | $3,203+384.5% |