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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 | $111,030 | $65,034+70.7% | $90,970+22.1% | $79,856+39.0% |
| Participation rate | 35.8% | 61.6%-25.8pp | 69.0%-33.2pp | 69.6%-33.8pp |
| Annual return | 8.12% | 30.45%-22.3pp | 134.60%-126.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $413 | $1,247-66.9% | $2,122-80.6% | $2,471-83.3% |
| Participant deferral / active EE | $659 | $2,512-73.8% | $3,373-80.4% | $3,741-82.4% |
| Admin fee / account holder | $8,810 | $4,536+94.2% | $5,961+47.8% | $5,306+66.0% |