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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 | $85,302 | $95,453-10.6% | $112,040-23.9% | $82,448+3.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 5.23% | 23.92%-18.7pp | 24.52%-19.3pp | 41.64%-36.4pp |
| Employer contribution / active EE | $843 | $2,318-63.6% | $2,954-71.4% | $2,551-66.9% |
| Participant deferral / active EE | $1,322 | $4,224-68.7% | $5,098-74.1% | $4,139-68.1% |
| Admin fee / account holder | $628 | $9,013-93.0% | $12,098-94.8% | $7,234-91.3% |