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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 | $54,172 | $46,877+15.6% | $122,354-55.7% | $70,126-22.8% |
| Participation rate | 62.3% | 58.2%+4.1pp | 71.6%-9.4pp | 69.5%-7.3pp |
| Annual return | 5.67% | 24.22%-18.6pp | 30.28%-24.6pp | 73.15%-67.5pp |
| Employer contribution / active EE | $396 | $1,288-69.3% | $4,051-90.2% | $2,343-83.1% |
| Participant deferral / active EE | $708 | $2,167-67.3% | $3,287-78.5% | $3,332-78.7% |
| Admin fee / account holder | $2,786 | $3,324-16.2% | $5,479-49.1% | $4,645-40.0% |