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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 | $76,642-2.3% | $146,866-49.0% | $65,306+14.7% |
| Participation rate | 57.8% | 61.2%-3.4pp | 82.5%-24.7pp | 57.7%+0.2pp |
| Annual return | 2.41% | 33.40%-31.0pp | 102.85%-100.4pp | 21.94%-19.5pp |
| Employer contribution / active EE | $14,334 | $2,621+447.0% | $4,425+224.0% | $1,967+628.6% |
| Participant deferral / active EE | $1,085 | $4,864-77.7% | $7,759-86.0% | $2,959-63.3% |
| Admin fee / account holder | $12,795 | $3,960+223.1% | $13,620-6.1% | $3,480+267.7% |