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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 | $25,727 | $81,276-68.3% | $155,574-83.5% | $80,925-68.2% |
| Participation rate | 67.4% | 66.2%+1.1pp | 78.2%-10.8pp | 67.7%-0.3pp |
| Annual return | 6.69% | 33.36%-26.7pp | 64.87%-58.2pp | 35.65%-29.0pp |
| Employer contribution / active EE | $1,471 | $3,103-52.6% | $4,676-68.5% | $2,756-46.6% |
| Participant deferral / active EE | $241 | $3,453-93.0% | $5,629-95.7% | $4,299-94.4% |
| Admin fee / account holder | $3,964 | $7,993-50.4% | $15,914-75.1% | $6,940-42.9% |