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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 | $79,828 | $69,383+15.1% | $101,271-21.2% | $73,493+8.6% |
| Participation rate | 35.8% | 68.4%-32.5pp | 75.8%-40.0pp | 70.7%-34.8pp |
| Annual return | 8.78% | 18.46%-9.7pp | 46.48%-37.7pp | 28.51%-19.7pp |
| Employer contribution / active EE | $785 | $2,628-70.1% | $3,660-78.6% | $2,270-65.4% |
| Participant deferral / active EE | $1,326 | $3,301-59.8% | $4,371-69.7% | $3,740-64.5% |
| Admin fee / account holder | $5,244 | $704+645.1% | $5,948-11.8% | $513+922.1% |