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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 | $56,193 | $76,834-26.9% | $108,359-48.1% | $87,485-35.8% |
| Participation rate | 63.3% | 61.7%+1.6pp | 70.1%-6.8pp | 68.9%-5.6pp |
| Annual return | 7.18% | 19.09%-11.9pp | 36.89%-29.7pp | 26.06%-18.9pp |
| Employer contribution / active EE | $551 | $1,556-64.6% | $2,399-77.0% | $2,596-78.8% |
| Participant deferral / active EE | $1,126 | $3,100-63.7% | $4,137-72.8% | $4,274-73.6% |
| Admin fee / account holder | $4,072 | $6,537-37.7% | $9,741-58.2% | $7,775-47.6% |