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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 | $118,713 | $108,882+9.0% | $96,754+22.7% | $154,746-23.3% |
| Participation rate | 15.8% | 75.1%-59.3pp | 70.3%-54.5pp | 80.7%-64.9pp |
| Annual return | 8.82% | 98.39%-89.6pp | 82.04%-73.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $377 | $3,018-87.5% | $2,679-85.9% | $4,379-91.4% |
| Participant deferral / active EE | $691 | $5,323-87.0% | $4,758-85.5% | $6,730-89.7% |
| Admin fee / account holder | $2,014 | $10,200-80.3% | $8,905-77.4% | $14,365-86.0% |