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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 | $78,056 | $76,371+2.2% | $93,621-16.6% | $72,975+7.0% |
| Participation rate | 48.6% | 71.8%-23.1pp | 75.8%-27.2pp | 69.5%-20.8pp |
| Annual return | 16.10% | 25.82%-9.7pp | 32.76%-16.7pp | 81.01%-64.9pp |
| Employer contribution / active EE | $492 | $2,276-78.4% | $2,719-81.9% | $2,440-79.8% |
| Participant deferral / active EE | $692 | $3,538-80.4% | $4,070-83.0% | $3,608-80.8% |
| Admin fee / account holder | $16,084 | $6,839+135.2% | $7,890+103.9% | $5,124+213.9% |