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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 | $114,378 | $67,602+69.2% | $82,312+39.0% | $70,126+63.1% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 5.20% | 21.57%-16.4pp | 25.88%-20.7pp | 73.15%-67.9pp |
| Employer contribution / active EE | $443 | $1,755-74.8% | $2,428-81.8% | $2,343-81.1% |
| Participant deferral / active EE | $1,044 | $2,987-65.0% | $3,706-71.8% | $3,332-68.7% |
| Admin fee / account holder | $8,796 | $4,512+95.0% | $5,608+56.9% | $4,645+89.3% |