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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 | $50,737 | $60,442-16.1% | $96,754-47.6% | $87,485-42.0% |
| Participation rate | 62.5% | 58.7%+3.8pp | 70.3%-7.8pp | 68.9%-6.4pp |
| Annual return | 12.55% | 21.97%-9.4pp | 82.04%-69.5pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,148 | $1,691+27.1% | $2,679-19.8% | $2,596-17.2% |
| Participant deferral / active EE | $412 | $3,280-87.4% | $4,758-91.3% | $4,274-90.4% |
| Admin fee / account holder | $7,241 | $5,069+42.8% | $8,905-18.7% | $7,775-6.9% |