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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 | $82,061 | $125,797-34.8% | $170,043-51.7% | $75,173+9.2% |
| Participation rate | 67.3% | 83.6%-16.3pp | 87.0%-19.7pp | 67.2%+0.1pp |
| Annual return | 12.42% | 27.20%-14.8pp | 53.40%-41.0pp | 160.72%-148.3pp |
| Employer contribution / active EE | $2,062 | $4,616-55.3% | $6,790-69.6% | $2,671-22.8% |
| Participant deferral / active EE | $2,615 | $6,838-61.8% | $10,410-74.9% | $4,126-36.6% |
| Admin fee / account holder | $1,404 | $8,177-82.8% | $12,824-89.1% | $5,651-75.2% |