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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 | $33,029 | $63,346-47.9% | $92,239-64.2% | $70,124-52.9% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.3pp | 69.5%-0.3pp |
| Annual return | 12.11% | 530.19%-518.1pp | 176.29%-164.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,196 | $2,471-51.6% | $3,680-67.5% | $2,342-48.9% |
| Participant deferral / active EE | $936 | $2,854-67.2% | $3,897-76.0% | $3,332-71.9% |
| Admin fee / account holder | $15,153 | $3,841+294.5% | $5,194+191.7% | $4,645+226.2% |