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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 | $82,224 | $83,485-1.5% | $125,192-34.3% | $72,975+12.7% |
| Participation rate | 54.1% | 73.3%-19.2pp | 79.8%-25.7pp | 69.5%-15.4pp |
| Annual return | 14.12% | 25.77%-11.7pp | 43.79%-29.7pp | 81.01%-66.9pp |
| Employer contribution / active EE | $615 | $2,346-73.8% | $3,866-84.1% | $2,440-74.8% |
| Participant deferral / active EE | $1,556 | $3,586-56.6% | $4,937-68.5% | $3,608-56.9% |
| Admin fee / account holder | $14,945 | $5,518+170.8% | $9,704+54.0% | $5,124+191.7% |