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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 | $84,095 | $78,027+7.8% | $178,528-52.9% | $80,925+3.9% |
| Participation rate | 25.3% | 65.7%-40.3pp | 77.1%-51.8pp | 67.7%-42.3pp |
| Annual return | 4.31% | 18.09%-13.8pp | 27.11%-22.8pp | 35.65%-31.3pp |
| Employer contribution / active EE | $860 | $2,281-62.3% | $3,950-78.2% | $2,756-68.8% |
| Participant deferral / active EE | $1,278 | $4,408-71.0% | $6,278-79.6% | $4,299-70.3% |
| Admin fee / account holder | $5,682 | $7,168-20.7% | $10,419-45.5% | $6,940-18.1% |