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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 | $22,184 | $58,099-61.8% | $76,872-71.1% | $75,173-70.5% |
| Participation rate | 67.4% | 63.9%+3.5pp | 69.6%-2.2pp | 67.2%+0.2pp |
| Annual return | 10.75% | 26.71%-16.0pp | 37.90%-27.2pp | 160.72%-150.0pp |
| Employer contribution / active EE | $1,348 | $1,996-32.5% | $2,533-46.8% | $2,671-49.5% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,111 | $4,778-76.7% | $5,476-79.7% | $5,651-80.3% |