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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 | $36,258 | $86,919-58.3% | $102,457-64.6% | $80,911-55.2% |
| Participation rate | 64.2% | 72.4%-8.2pp | 76.5%-12.3pp | 67.6%-3.5pp |
| Annual return | 4.74% | 18.90%-14.2pp | 29.41%-24.7pp | 35.63%-30.9pp |
| Employer contribution / active EE | $968 | $2,368-59.1% | $3,022-68.0% | $2,756-64.9% |
| Participant deferral / active EE | $1,266 | $4,119-69.3% | $5,054-75.0% | $4,297-70.5% |
| Admin fee / account holder | $57,592 | $8,049+615.5% | $9,451+509.3% | $6,935+730.5% |