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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 | $114,545 | $78,428+46.1% | $95,960+19.4% | $79,852+43.4% |
| Participation rate | 29.4% | 73.5%-44.1pp | 77.1%-47.7pp | 69.6%-40.2pp |
| Annual return | 8.01% | 19.37%-11.4pp | 91.63%-83.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $637 | $1,945-67.3% | $2,541-75.0% | $2,471-74.2% |
| Participant deferral / active EE | $643 | $3,440-81.3% | $4,167-84.6% | $3,740-82.8% |
| Admin fee / account holder | $6,791 | $5,622+20.8% | $6,797-0.1% | $5,306+28.0% |