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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 | $76,025 | $79,955-4.9% | $98,461-22.8% | $75,173+1.1% |
| Participation rate | 41.0% | 70.4%-29.3pp | 75.2%-34.1pp | 67.2%-26.2pp |
| Annual return | 2.44% | 19.75%-17.3pp | 21.17%-18.7pp | 160.72%-158.3pp |
| Employer contribution / active EE | $757 | $2,264-66.6% | $3,049-75.2% | $2,671-71.7% |
| Participant deferral / active EE | $1,239 | $3,752-67.0% | $4,738-73.8% | $4,126-70.0% |
| Admin fee / account holder | $24,692 | $6,841+260.9% | $8,961+175.6% | $5,651+337.0% |