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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 | $34,091 | $52,580-35.2% | $71,671-52.4% | $70,126-51.4% |
| Participation rate | 62.2% | 60.9%+1.3pp | 68.7%-6.5pp | 69.5%-7.3pp |
| Annual return | 9.58% | 20.25%-10.7pp | 20.65%-11.1pp | 73.15%-63.6pp |
| Employer contribution / active EE | $264 | $1,616-83.7% | $2,460-89.3% | $2,343-88.7% |
| Participant deferral / active EE | $859 | $2,386-64.0% | $3,438-75.0% | $3,332-74.2% |
| Admin fee / account holder | $3,027 | $3,653-17.1% | $5,558-45.5% | $4,645-34.8% |