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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 | $35,005 | $58,493-40.2% | $84,023-58.3% | $72,976-52.0% |
| Participation rate | 53.2% | 61.2%-8.0pp | 69.0%-15.8pp | 69.5%-16.2pp |
| Annual return | 16.47% | 28.93%-12.5pp | 71.32%-54.9pp | 81.02%-64.5pp |
| Employer contribution / active EE | $256 | $1,163-78.0% | $1,984-87.1% | $2,440-89.5% |
| Participant deferral / active EE | $890 | $2,394-62.8% | $3,239-72.5% | $3,608-75.3% |
| Admin fee / account holder | $4,435 | $4,569-2.9% | $6,102-27.3% | $5,124-13.5% |