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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 | $77,531 | $56,287+37.7% | $80,977-4.3% | $62,881+23.3% |
| Participation rate | 37.5% | 68.9%-31.4pp | 75.8%-38.3pp | 69.3%-31.8pp |
| Annual return | -3.44% | 22.13%-25.6pp | 17.11%-20.5pp | 20.14%-23.6pp |
| Employer contribution / active EE | $862 | $1,943-55.7% | $3,715-76.8% | $2,281-62.2% |
| Participant deferral / active EE | $1,359 | $4,196-67.6% | $5,696-76.1% | $3,203-57.6% |
| Admin fee / account holder | $2,513 | $3,742-32.9% | $5,517-54.5% | $4,296-41.5% |