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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 | $111,129 | $57,073+94.7% | $85,126+30.5% | $80,925+37.3% |
| Participation rate | 44.4% | 56.4%-12.0pp | 67.5%-23.1pp | 67.7%-23.2pp |
| Annual return | 9.06% | 21.69%-12.6pp | 66.63%-57.6pp | 35.65%-26.6pp |
| Employer contribution / active EE | $432 | $1,801-76.0% | $2,731-84.2% | $2,756-84.3% |
| Participant deferral / active EE | $541 | $3,113-82.6% | $4,523-88.0% | $4,299-87.4% |
| Admin fee / account holder | $2,792 | $4,988-44.0% | $6,160-54.7% | $6,940-59.8% |