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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 | $87,342 | $57,057+53.1% | $85,009+2.7% | $80,874+8.0% |
| Participation rate | 11.5% | 56.4%-44.9pp | 67.5%-56.0pp | 67.6%-56.2pp |
| Annual return | 10.35% | 21.66%-11.3pp | 66.47%-56.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $337 | $1,799-81.3% | $2,728-87.6% | $2,756-87.8% |
| Participant deferral / active EE | $534 | $3,112-82.8% | $4,522-88.2% | $4,297-87.6% |
| Admin fee / account holder | $6,385 | $4,986+28.1% | $6,153+3.8% | $6,935-7.9% |