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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 | $109,818 | $70,435+55.9% | $96,575+13.7% | $85,856+27.9% |
| Participation rate | 27.1% | 61.8%-34.7pp | 69.8%-42.7pp | 69.3%-42.2pp |
| Annual return | 10.44% | 18.59%-8.1pp | 37.79%-27.3pp | 318.58%-308.1pp |
| Employer contribution / active EE | $317 | $1,413-77.5% | $2,357-86.5% | $2,565-87.6% |
| Participant deferral / active EE | $602 | $2,894-79.2% | $3,849-84.4% | $3,952-84.8% |
| Admin fee / account holder | $5,707 | $4,997+14.2% | $6,182-7.7% | $6,261-8.8% |