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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 | $106,550 | $58,627+81.7% | $76,735+38.9% | $82,448+29.2% |
| Participation rate | 62.7% | 63.2%-0.5pp | 69.5%-6.8pp | 68.1%-5.4pp |
| Annual return | 9.87% | 39.10%-29.2pp | 29.77%-19.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $624 | $1,729-63.9% | $2,454-74.6% | $2,551-75.5% |
| Participant deferral / active EE | $953 | $3,134-69.6% | $4,088-76.7% | $4,139-77.0% |
| Admin fee / account holder | $4,089 | $5,323-23.2% | $7,189-43.1% | $7,234-43.5% |