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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 | $28,966 | $64,359-55.0% | $90,161-67.9% | $70,126-58.7% |
| Participation rate | 60.2% | 70.4%-10.2pp | 76.9%-16.6pp | 69.5%-9.3pp |
| Annual return | 11.79% | 28.13%-16.3pp | 34.89%-23.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $869 | $2,046-57.5% | $3,318-73.8% | $2,343-62.9% |
| Participant deferral / active EE | $1,287 | $4,389-70.7% | $5,287-75.7% | $3,332-61.4% |
| Admin fee / account holder | $848 | $3,945-78.5% | $5,943-85.7% | $4,645-81.7% |