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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 | $80,178 | $68,880+16.4% | $120,580-33.5% | $80,959-1.0% |
| Participation rate | 57.5% | 61.7%-4.2pp | 72.0%-14.5pp | 67.7%-10.2pp |
| Annual return | 6.59% | 23.68%-17.1pp | 107.48%-100.9pp | 35.67%-29.1pp |
| Employer contribution / active EE | $1,973 | $2,066-4.5% | $3,469-43.1% | $2,757-28.4% |
| Participant deferral / active EE | $820 | $3,191-74.3% | $4,995-83.6% | $4,300-80.9% |
| Admin fee / account holder | $24,919 | $5,785+330.8% | $9,418+164.6% | $6,925+259.8% |