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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 | $59,231 | $58,493+1.3% | $84,023-29.5% | $72,976-18.8% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 3.35% | 28.93%-25.6pp | 71.32%-68.0pp | 81.02%-77.7pp |
| Employer contribution / active EE | $617 | $1,163-47.0% | $1,984-68.9% | $2,440-74.7% |
| Participant deferral / active EE | $837 | $2,394-65.0% | $3,239-74.2% | $3,608-76.8% |
| Admin fee / account holder | $1,896 | $4,569-58.5% | $6,102-68.9% | $5,124-63.0% |