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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 | $86,940-58.3% | $102,434-64.6% | $80,935-55.2% |
| Participation rate | 64.2% | 72.4%-8.2pp | 76.5%-12.4pp | 67.7%-3.5pp |
| Annual return | 4.74% | 18.89%-14.2pp | 29.46%-24.7pp | 35.66%-30.9pp |
| Employer contribution / active EE | $968 | $2,370-59.2% | $3,023-68.0% | $2,757-64.9% |
| Participant deferral / active EE | $1,266 | $4,121-69.3% | $5,055-75.0% | $4,299-70.6% |
| Admin fee / account holder | $57,592 | $8,047+615.7% | $9,462+508.7% | $6,924+731.7% |