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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 | $75,362 | $76,371-1.3% | $93,621-19.5% | $72,975+3.3% |
| Participation rate | 55.6% | 71.8%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 4.50% | 25.82%-21.3pp | 32.76%-28.3pp | 81.01%-76.5pp |
| Employer contribution / active EE | $1,085 | $2,276-52.3% | $2,719-60.1% | $2,440-55.5% |
| Participant deferral / active EE | $1,027 | $3,538-71.0% | $4,070-74.8% | $3,608-71.5% |
| Admin fee / account holder | $2,153 | $6,839-68.5% | $7,890-72.7% | $5,124-58.0% |