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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 | $28,190 | $73,955-61.9% | $96,520-70.8% | $75,181-62.5% |
| Participation rate | 60.2% | 66.4%-6.2pp | 74.3%-14.1pp | 67.2%-7.0pp |
| Annual return | 4.66% | 26.72%-22.1pp | 35.72%-31.1pp | 160.69%-156.0pp |
| Employer contribution / active EE | $10,622 | $2,930+262.5% | $3,739+184.1% | $2,671+297.7% |
| Participant deferral / active EE | $797 | $3,659-78.2% | $4,879-83.7% | $4,126-80.7% |
| Admin fee / account holder | $9,485 | $5,217+81.8% | $6,733+40.9% | $5,650+67.9% |