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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 | $44,905 | $64,324-30.2% | $118,914-62.2% | $79,856-43.8% |
| Participation rate | 66.0% | 64.9%+1.1pp | 75.4%-9.4pp | 69.6%-3.7pp |
| Annual return | 7.35% | 86.45%-79.1pp | 35.89%-28.5pp | 31.71%-24.4pp |
| Employer contribution / active EE | $498 | $1,836-72.9% | $3,264-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $783 | $2,824-72.3% | $4,266-81.7% | $3,741-79.1% |
| Admin fee / account holder | $4,204 | $4,040+4.1% | $6,582-36.1% | $5,306-20.8% |