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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 | $109,244 | $73,787+48.1% | $98,716+10.7% | $82,448+32.5% |
| Participation rate | 37.0% | 61.4%-24.4pp | 69.3%-32.3pp | 68.1%-31.0pp |
| Annual return | 11.49% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $474 | $1,511-68.6% | $2,279-79.2% | $2,551-81.4% |
| Participant deferral / active EE | $1,206 | $3,081-60.9% | $4,048-70.2% | $4,139-70.9% |
| Admin fee / account holder | $721 | $6,500-88.9% | $8,703-91.7% | $7,234-90.0% |