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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 | $80,222 | $59,191+35.5% | $76,767+4.5% | $56,289+42.5% |
| Participation rate | 35.2% | 75.2%-40.0pp | 77.0%-41.8pp | 69.9%-34.7pp |
| Annual return | -6.79% | 6.62%-13.4pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $666 | $1,759-62.1% | $2,485-73.2% | $2,111-68.5% |
| Participant deferral / active EE | $1,459 | $3,255-55.2% | $3,852-62.1% | $3,350-56.4% |
| Admin fee / account holder | $1,508 | $489+208.3% | $6,675-77.4% | $521+189.5% |