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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 | $108,354 | $58,493+85.2% | $84,021+29.0% | $72,975+48.5% |
| Participation rate | 32.2% | 61.2%-29.0pp | 69.0%-36.8pp | 69.5%-37.3pp |
| Annual return | 12.16% | 28.93%-16.8pp | 71.32%-59.2pp | 81.01%-68.9pp |
| Employer contribution / active EE | $321 | $1,163-72.4% | $1,984-83.8% | $2,440-86.8% |
| Participant deferral / active EE | $552 | $2,394-77.0% | $3,239-83.0% | $3,608-84.7% |
| Admin fee / account holder | $2,478 | $4,569-45.8% | $6,102-59.4% | $5,124-51.6% |