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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 | $46,899 | $61,605-23.9% | $112,273-58.2% | $75,173-37.6% |
| Participation rate | 66.7% | 61.7%+5.0pp | 72.4%-5.8pp | 67.2%-0.5pp |
| Annual return | 10.63% | 28.47%-17.8pp | 30.23%-19.6pp | 160.72%-150.1pp |
| Employer contribution / active EE | $2,153 | $2,015+6.8% | $3,431-37.2% | $2,671-19.4% |
| Participant deferral / active EE | $751 | $3,108-75.8% | $4,800-84.3% | $4,126-81.8% |
| Admin fee / account holder | $9,943 | $4,862+104.5% | $7,752+28.3% | $5,651+76.0% |