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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 | $80,406 | $64,920+23.9% | $103,693-22.5% | $86,983-7.6% |
| Participation rate | 17.8% | 63.6%-45.8pp | 72.6%-54.9pp | 69.5%-51.8pp |
| Annual return | 10.31% | 30.29%-20.0pp | 47.61%-37.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $915 | $2,141-57.3% | $2,920-68.7% | $2,584-64.6% |
| Participant deferral / active EE | $731 | $3,241-77.4% | $4,579-84.0% | $4,194-82.6% |
| Admin fee / account holder | $3,696 | $6,191-40.3% | $7,858-53.0% | $7,856-53.0% |