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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 | $69,118 | $76,551-9.7% | $123,894-44.2% | $62,881+9.9% |
| Participation rate | 69.2% | 73.0%-3.8pp | 81.4%-12.2pp | 69.3%-0.1pp |
| Annual return | 4.02% | 18.68%-14.7pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,451 | $4,840-70.0% | $5,984-75.7% | $3,203-54.7% |
| Admin fee / account holder | $5,864 | $4,826+21.5% | $8,357-29.8% | $4,296+36.5% |