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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 | $84,926 | $79,045+7.4% | $100,378-15.4% | $74,429+14.1% |
| Participation rate | 44.7% | 79.4%-34.7pp | 81.5%-36.8pp | 67.2%-22.5pp |
| Annual return | 11.45% | 20.61%-9.2pp | 49.41%-38.0pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,144 | $3,015-62.1% | $3,942-71.0% | $2,625-56.4% |
| Participant deferral / active EE | $2,176 | $7,751-71.9% | $8,087-73.1% | $4,348-50.0% |
| Admin fee / account holder | $3,130 | $1,335+134.5% | $7,899-60.4% | $1,944+61.0% |