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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 | $80,053 | $88,360-9.4% | $145,433-45.0% | $67,986+17.8% |
| Participation rate | 31.4% | 65.5%-34.1pp | 82.1%-50.7pp | 57.2%-25.8pp |
| Annual return | 13.48% | 63.15%-49.7pp | 66.58%-53.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $567 | $3,054-81.4% | $4,554-87.5% | $2,019-71.9% |
| Participant deferral / active EE | $1,420 | $5,932-76.1% | $7,897-82.0% | $3,358-57.7% |
| Admin fee / account holder | $6,197 | $3,313+87.0% | $13,129-52.8% | $3,203+93.5% |