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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 | $57,590-11.9% | $86,233-41.2% | $82,448-38.5% |
| Participation rate | 62.5% | 57.9%+4.6pp | 69.0%-6.5pp | 68.1%-5.6pp |
| Annual return | 12.55% | 22.41%-9.9pp | 61.39%-48.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,148 | $1,655+29.8% | $2,504-14.2% | $2,551-15.8% |
| Participant deferral / active EE | $412 | $3,080-86.6% | $4,559-91.0% | $4,139-90.0% |
| Admin fee / account holder | $7,241 | $4,730+53.1% | $8,342-13.2% | $7,234+0.1% |