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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 | $100,603 | $81,474+23.5% | $133,971-24.9% | $73,493+36.9% |
| Participation rate | 33.6% | 76.4%-42.7pp | 79.8%-46.2pp | 70.7%-37.1pp |
| Annual return | 10.18% | 19.40%-9.2pp | 45.09%-34.9pp | 28.51%-18.3pp |
| Employer contribution / active EE | $787 | $2,209-64.4% | $3,919-79.9% | $2,270-65.3% |
| Participant deferral / active EE | $1,436 | $3,786-62.1% | $5,047-71.6% | $3,740-61.6% |
| Admin fee / account holder | $2,279 | $713+219.5% | $8,929-74.5% | $513+344.1% |