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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 | $82,410 | $47,848+72.2% | $81,473+1.2% | $70,126+17.5% |
| Participation rate | 10.5% | 58.3%-47.8pp | 68.0%-57.5pp | 69.5%-59.1pp |
| Annual return | 3.71% | 27.25%-23.5pp | 38.78%-35.1pp | 73.15%-69.4pp |
| Employer contribution / active EE | $327 | $1,527-78.6% | $2,568-87.3% | $2,343-86.0% |
| Participant deferral / active EE | $629 | $2,453-74.4% | $3,537-82.2% | $3,332-81.1% |
| Admin fee / account holder | $3,277 | $3,145+4.2% | $4,561-28.2% | $4,645-29.5% |