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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 | $87,369 | $78,423+11.4% | $95,964-9.0% | $79,856+9.4% |
| Participation rate | 63.0% | 73.5%-10.4pp | 77.1%-14.0pp | 69.6%-6.6pp |
| Annual return | 6.80% | 19.37%-12.6pp | 91.64%-84.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $869 | $1,945-55.3% | $2,541-65.8% | $2,471-64.8% |
| Participant deferral / active EE | $1,510 | $3,440-56.1% | $4,167-63.8% | $3,741-59.6% |
| Admin fee / account holder | $1,780 | $5,622-68.3% | $6,797-73.8% | $5,306-66.5% |