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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 | $83,729 | $65,041+28.7% | $90,965-8.0% | $79,858+4.8% |
| Participation rate | 25.5% | 61.6%-36.2pp | 69.0%-43.6pp | 69.6%-44.2pp |
| Annual return | -1.32% | 30.45%-31.8pp | 134.57%-135.9pp | 31.72%-33.0pp |
| Employer contribution / active EE | $501 | $1,247-59.8% | $2,122-76.4% | $2,471-79.7% |
| Participant deferral / active EE | $1,065 | $2,512-57.6% | $3,373-68.4% | $3,740-71.5% |
| Admin fee / account holder | $806 | $4,536-82.2% | $5,960-86.5% | $5,306-84.8% |