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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 | $62,494 | $128,603-51.4% | $197,124-68.3% | $67,986-8.1% |
| Participation rate | 66.9% | 81.7%-14.7pp | 86.7%-19.8pp | 57.2%+9.7pp |
| Annual return | 13.76% | 23.77%-10.0pp | 44.34%-30.6pp | 31.67%-17.9pp |
| Employer contribution / active EE | $1,812 | $4,379-58.6% | $6,227-70.9% | $2,019-10.2% |
| Participant deferral / active EE | $3,141 | $6,840-54.1% | $9,135-65.6% | $3,358-6.5% |
| Admin fee / account holder | $6,238 | $3,035+105.5% | $16,298-61.7% | $3,203+94.7% |