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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 | $57,119+52.9% | $85,187+2.5% | $80,935+7.9% |
| Participation rate | 11.5% | 56.4%-44.9pp | 67.5%-56.0pp | 67.7%-56.2pp |
| Annual return | 10.35% | 21.70%-11.3pp | 66.67%-56.3pp | 35.66%-25.3pp |
| Employer contribution / active EE | $337 | $1,802-81.3% | $2,732-87.7% | $2,757-87.8% |
| Participant deferral / active EE | $534 | $3,115-82.8% | $4,525-88.2% | $4,299-87.6% |
| Admin fee / account holder | $6,385 | $4,990+28.0% | $6,162+3.6% | $6,924-7.8% |