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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 | $81,029 | $54,541+48.6% | $78,778+2.9% | $70,126+15.5% |
| Participation rate | 57.0% | 60.8%-3.8pp | 69.2%-12.2pp | 69.5%-12.6pp |
| Annual return | 8.21% | 21.07%-12.9pp | 35.62%-27.4pp | 73.15%-64.9pp |
| Employer contribution / active EE | $457 | $1,089-58.0% | $1,986-77.0% | $2,343-80.5% |
| Participant deferral / active EE | $969 | $2,210-56.2% | $2,958-67.3% | $3,332-70.9% |
| Admin fee / account holder | $2,840 | $3,709-23.4% | $5,134-44.7% | $4,645-38.9% |