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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 | $29,449 | $49,025-39.9% | $87,502-66.3% | $62,881-53.2% |
| Participation rate | 66.7% | 64.9%+1.8pp | 73.8%-7.2pp | 69.3%-2.6pp |
| Annual return | 4.34% | 10.02%-5.7pp | 12.21%-7.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $819 | $2,289-64.2% | $3,149-74.0% | $3,203-74.4% |
| Admin fee / account holder | $1,005 | $4,065-75.3% | $4,221-76.2% | $4,296-76.6% |