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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 | $100,707 | $61,660+63.3% | $80,022+25.8% | $64,173+56.9% |
| Participation rate | 43.9% | 71.7%-27.8pp | 75.8%-31.9pp | 69.6%-25.7pp |
| Annual return | -11.67% | -0.33%-11.3pp | 11.22%-22.9pp | 7.63%-19.3pp |
| Employer contribution / active EE | $635 | $1,810-64.9% | $2,468-74.3% | $2,381-73.3% |
| Participant deferral / active EE | $974 | $2,968-67.2% | $3,686-73.6% | $3,470-71.9% |
| Admin fee / account holder | $1,548 | $5,417-71.4% | $6,521-76.3% | $4,887-68.3% |