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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 | $51,099 | $86,922-41.2% | $102,438-50.1% | $80,874-36.8% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.6%+0.4pp |
| Annual return | 9.49% | 18.90%-9.4pp | 29.37%-19.9pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,328 | $2,369-43.9% | $3,024-56.1% | $2,756-51.8% |
| Participant deferral / active EE | $1,616 | $4,119-60.8% | $5,054-68.0% | $4,297-62.4% |
| Admin fee / account holder | $12,727 | $8,050+58.1% | $9,448+34.7% | $6,935+83.5% |