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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 | $58,094 | $72,486-19.9% | $87,103-33.3% | $72,976-20.4% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.7pp | 69.5%-14.3pp |
| Annual return | 2.42% | 24.46%-22.0pp | 28.19%-25.8pp | 81.02%-78.6pp |
| Employer contribution / active EE | $517 | $1,894-72.7% | $2,521-79.5% | $2,440-78.8% |
| Participant deferral / active EE | $1,329 | $3,270-59.3% | $4,049-67.2% | $3,608-63.1% |
| Admin fee / account holder | $16,138 | $5,055+219.3% | $7,491+115.4% | $5,124+214.9% |