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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 | $29,581 | $45,050-34.3% | $63,018-53.1% | $70,126-57.8% |
| Participation rate | 60.9% | 69.5%-8.6pp | 74.8%-13.9pp | 69.5%-8.7pp |
| Annual return | 6.34% | 18.76%-12.4pp | 87.62%-81.3pp | 73.15%-66.8pp |
| Employer contribution / active EE | $8,498 | $2,052+314.1% | $2,761+207.8% | $2,343+262.8% |
| Participant deferral / active EE | $715 | $2,466-71.0% | $3,330-78.5% | $3,332-78.5% |
| Admin fee / account holder | $1,442 | $2,834-49.1% | $3,601-60.0% | $4,645-69.0% |