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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 | $98,489 | $117,846-16.4% | $102,434-3.9% | $145,884-32.5% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 6.34% | 31.90%-25.6pp | 29.46%-23.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $947 | $3,615-73.8% | $3,023-68.7% | $4,662-79.7% |
| Participant deferral / active EE | $1,747 | $5,733-69.5% | $5,055-65.4% | $6,690-73.9% |
| Admin fee / account holder | $15,248 | $13,356+14.2% | $9,462+61.2% | $13,392+13.9% |