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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 | $37,942 | $51,283-26.0% | $95,759-60.4% | $71,529-47.0% |
| Participation rate | 64.0% | 63.1%+0.9pp | 72.3%-8.3pp | 67.9%-4.0pp |
| Annual return | 13.05% | 25.25%-12.2pp | 28.42%-15.4pp | 28.97%-15.9pp |
| Employer contribution / active EE | $491 | $1,817-73.0% | $2,836-82.7% | $2,590-81.0% |
| Participant deferral / active EE | $939 | $3,365-72.1% | $4,244-77.9% | $4,291-78.1% |
| Admin fee / account holder | $8,006 | $1,135+605.4% | $5,678+41.0% | $1,588+404.0% |