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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 | $66,948 | $58,600+14.2% | $83,327-19.7% | $64,173+4.3% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -8.61% | 9.66%-18.3pp | 10.64%-19.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $854 | $2,098-59.3% | $3,379-74.7% | $2,381-64.2% |
| Participant deferral / active EE | $1,665 | $4,656-64.2% | $5,565-70.1% | $3,470-52.0% |
| Admin fee / account holder | $1,980 | $9,282-78.7% | $7,540-73.7% | $4,887-59.5% |