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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 | $79,940 | $58,512+36.6% | $84,020-4.9% | $72,983+9.5% |
| Participation rate | 44.1% | 61.2%-17.1pp | 69.0%-24.9pp | 69.5%-25.4pp |
| Annual return | 9.61% | 28.93%-19.3pp | 71.31%-61.7pp | 81.01%-71.4pp |
| Employer contribution / active EE | $312 | $1,163-73.1% | $1,984-84.2% | $2,440-87.2% |
| Participant deferral / active EE | $941 | $2,394-60.7% | $3,239-70.9% | $3,608-73.9% |
| Admin fee / account holder | $6,784 | $4,569+48.5% | $6,101+11.2% | $5,124+32.4% |