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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 | $85,134 | $78,197+8.9% | $98,090-13.2% | $82,637+3.0% |
| Participation rate | 27.6% | 77.5%-49.9pp | 81.5%-54.0pp | 68.1%-40.5pp |
| Annual return | 13.33% | 40.25%-26.9pp | 37.05%-23.7pp | 53.51%-40.2pp |
| Employer contribution / active EE | $812 | $2,605-68.8% | $3,606-77.5% | $2,552-68.2% |
| Participant deferral / active EE | $1,699 | $6,636-74.4% | $7,845-78.3% | $4,126-58.8% |
| Admin fee / account holder | $3,535 | $14,832-76.2% | $11,815-70.1% | $7,339-51.8% |