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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 | $87,439 | $65,364+33.8% | $92,909-5.9% | $72,975+19.8% |
| Participation rate | 44.3% | 68.3%-24.0pp | 76.0%-31.7pp | 69.5%-25.2pp |
| Annual return | 1.43% | 42.11%-40.7pp | 109.44%-108.0pp | 81.01%-79.6pp |
| Employer contribution / active EE | $2,567 | $2,594-1.0% | $3,653-29.7% | $2,440+5.2% |
| Participant deferral / active EE | $63 | $3,128-98.0% | $4,238-98.5% | $3,608-98.3% |
| Admin fee / account holder | $3,916 | $4,251-7.9% | $5,795-32.4% | $5,124-23.6% |