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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 | $57,140+94.5% | $85,240+30.4% | $80,959+37.3% |
| Participation rate | 44.4% | 56.4%-12.0pp | 67.5%-23.1pp | 67.7%-23.2pp |
| Annual return | 9.06% | 21.71%-12.7pp | 66.75%-57.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $432 | $1,802-76.0% | $2,735-84.2% | $2,757-84.3% |
| Participant deferral / active EE | $541 | $3,115-82.6% | $4,527-88.1% | $4,300-87.4% |
| Admin fee / account holder | $2,792 | $4,992-44.1% | $6,165-54.7% | $6,925-59.7% |