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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 | $95,727 | $58,627+63.3% | $76,735+24.8% | $82,448+16.1% |
| Participation rate | 54.8% | 63.2%-8.4pp | 69.5%-14.7pp | 68.1%-13.2pp |
| Annual return | 10.42% | 39.10%-28.7pp | 29.77%-19.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,613 | $1,729-6.7% | $2,454-34.3% | $2,551-36.8% |
| Participant deferral / active EE | $886 | $3,134-71.7% | $4,088-78.3% | $4,139-78.6% |
| Admin fee / account holder | $1,156 | $5,323-78.3% | $7,189-83.9% | $7,234-84.0% |