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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 | $61,915 | $49,025+26.3% | $87,502-29.2% | $62,881-1.5% |
| Participation rate | 45.8% | 64.9%-19.0pp | 73.8%-28.0pp | 69.3%-23.5pp |
| Annual return | -3.97% | 10.02%-14.0pp | 12.21%-16.2pp | 20.14%-24.1pp |
| Employer contribution / active EE | $2,785 | $1,372+103.0% | $2,550+9.2% | $2,281+22.1% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $646 | $4,065-84.1% | $4,221-84.7% | $4,296-85.0% |