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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 | $77,472+35.2% | $100,415+4.3% | $80,959+29.4% |
| Participation rate | 40.3% | 76.9%-36.7pp | 81.5%-41.2pp | 67.7%-27.4pp |
| Annual return | 11.45% | 37.26%-25.8pp | 49.47%-38.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $862 | $2,800-69.2% | $3,943-78.1% | $2,757-68.7% |
| Participant deferral / active EE | $2,350 | $6,818-65.5% | $8,091-71.0% | $4,300-45.3% |
| Admin fee / account holder | $4,060 | $5,885-31.0% | $7,906-48.6% | $6,925-41.4% |