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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 | $104,330 | $73,787+41.4% | $98,716+5.7% | $82,448+26.5% |
| Participation rate | 15.8% | 61.4%-45.6pp | 69.3%-53.5pp | 68.1%-52.3pp |
| Annual return | 12.19% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $424 | $1,511-71.9% | $2,279-81.4% | $2,551-83.4% |
| Participant deferral / active EE | $653 | $3,081-78.8% | $4,048-83.9% | $4,139-84.2% |
| Admin fee / account holder | $10,707 | $6,500+64.7% | $8,703+23.0% | $7,234+48.0% |