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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 | $75,811 | $86,949-12.8% | $102,460-26.0% | $80,959-6.4% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.7pp | 67.7%+0.2pp |
| Annual return | 10.01% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $883 | $2,370-62.7% | $3,025-70.8% | $2,757-68.0% |
| Participant deferral / active EE | $1,693 | $4,121-58.9% | $5,056-66.5% | $4,300-60.6% |
| Admin fee / account holder | $5,509 | $8,048-31.5% | $9,460-41.8% | $6,925-20.5% |