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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 | $74,883 | $88,360-15.3% | $145,433-48.5% | $67,986+10.1% |
| Participation rate | 57.8% | 65.5%-7.6pp | 82.1%-24.3pp | 57.2%+0.6pp |
| Annual return | 2.41% | 63.15%-60.7pp | 66.58%-64.2pp | 31.67%-29.3pp |
| Employer contribution / active EE | $14,334 | $3,054+369.4% | $4,554+214.7% | $2,019+610.1% |
| Participant deferral / active EE | $1,085 | $5,932-81.7% | $7,897-86.3% | $3,358-67.7% |
| Admin fee / account holder | $12,795 | $3,313+286.2% | $13,129-2.5% | $3,203+299.5% |