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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 | $104,762 | $77,460+35.2% | $100,378+4.4% | $80,925+29.5% |
| Participation rate | 40.3% | 76.9%-36.7pp | 81.5%-41.2pp | 67.7%-27.4pp |
| Annual return | 11.45% | 37.24%-25.8pp | 49.41%-38.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $862 | $2,801-69.2% | $3,942-78.1% | $2,756-68.7% |
| Participant deferral / active EE | $2,350 | $6,818-65.5% | $8,087-70.9% | $4,299-45.3% |
| Admin fee / account holder | $4,060 | $5,887-31.0% | $7,899-48.6% | $6,940-41.5% |