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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 | $135,108 | $58,493+131.0% | $84,021+60.8% | $72,975+85.1% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 4.37% | 28.93%-24.6pp | 71.32%-66.9pp | 81.01%-76.6pp |
| Employer contribution / active EE | $393 | $1,163-66.2% | $1,984-80.2% | $2,440-83.9% |
| Participant deferral / active EE | $836 | $2,394-65.1% | $3,239-74.2% | $3,608-76.8% |
| Admin fee / account holder | $6,515 | $4,569+42.6% | $6,102+6.8% | $5,124+27.1% |