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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 | $82,088 | $86,949-5.6% | $102,460-19.9% | $80,959+1.4% |
| Participation rate | 38.6% | 72.4%-33.8pp | 76.5%-37.9pp | 67.7%-29.1pp |
| Annual return | 9.51% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $985 | $2,370-58.4% | $3,025-67.4% | $2,757-64.3% |
| Participant deferral / active EE | $1,826 | $4,121-55.7% | $5,056-63.9% | $4,300-57.5% |
| Admin fee / account holder | $350 | $8,048-95.6% | $9,460-96.3% | $6,925-94.9% |