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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 | $56,059 | $90,400-38.0% | $186,193-69.9% | $87,485-35.9% |
| Participation rate | 66.7% | 66.2%+0.5pp | 77.1%-10.4pp | 68.9%-2.3pp |
| Annual return | -5.80% | 22.15%-27.9pp | 78.03%-83.8pp | 26.06%-31.9pp |
| Employer contribution / active EE | $1,111 | $2,170-48.8% | $3,918-71.6% | $2,596-57.2% |
| Participant deferral / active EE | $1,322 | $4,330-69.5% | $6,513-79.7% | $4,274-69.1% |
| Admin fee / account holder | $46,282 | $8,673+433.6% | $11,058+318.5% | $7,775+495.3% |