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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 | $56,803 | $86,940-34.7% | $102,434-44.5% | $80,935-29.8% |
| Participation rate | 68.3% | 72.4%-4.1pp | 76.5%-8.2pp | 67.7%+0.7pp |
| Annual return | 10.38% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,163 | $2,370-50.9% | $3,023-61.5% | $2,757-57.8% |
| Participant deferral / active EE | $1,797 | $4,121-56.4% | $5,055-64.4% | $4,299-58.2% |
| Admin fee / account holder | $7,944 | $8,047-1.3% | $9,462-16.0% | $6,924+14.7% |