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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 | $25,892 | $45,087-42.6% | $69,483-62.7% | $72,976-64.5% |
| Participation rate | 65.3% | 68.5%-3.2pp | 74.6%-9.3pp | 69.5%-4.2pp |
| Annual return | 4.41% | 22.67%-18.3pp | 28.99%-24.6pp | 81.02%-76.6pp |
| Employer contribution / active EE | $644 | $2,055-68.7% | $2,780-76.8% | $2,440-73.6% |
| Participant deferral / active EE | $258 | $2,603-90.1% | $3,537-92.7% | $3,608-92.8% |
| Admin fee / account holder | $1,897 | $3,057-37.9% | $3,841-50.6% | $5,124-63.0% |