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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 | $79,738 | $83,485-4.5% | $125,195-36.3% | $72,976+9.3% |
| Participation rate | 65.4% | 73.3%-7.9pp | 79.8%-14.4pp | 69.5%-4.1pp |
| Annual return | 16.19% | 25.77%-9.6pp | 43.79%-27.6pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,063 | $2,346-54.7% | $3,866-72.5% | $2,440-56.4% |
| Participant deferral / active EE | $1,496 | $3,586-58.3% | $4,937-69.7% | $3,608-58.5% |
| Admin fee / account holder | $3,131 | $5,518-43.3% | $9,704-67.7% | $5,124-38.9% |