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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 | $86,949-41.2% | $102,460-50.1% | $80,959-36.9% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 9.49% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,328 | $2,370-44.0% | $3,025-56.1% | $2,757-51.8% |
| Participant deferral / active EE | $1,616 | $4,121-60.8% | $5,056-68.0% | $4,300-62.4% |
| Admin fee / account holder | $12,727 | $8,048+58.1% | $9,460+34.5% | $6,925+83.8% |