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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 | $107,767 | $47,944+124.8% | $67,834+58.9% | $62,881+71.4% |
| Participation rate | 29.3% | 61.1%-31.8pp | 68.8%-39.5pp | 69.3%-40.0pp |
| Annual return | 3.61% | 11.77%-8.2pp | 138.47%-134.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $978 | $1,562-37.4% | $2,403-59.3% | $2,281-57.1% |
| Participant deferral / active EE | $702 | $2,247-68.7% | $3,160-77.8% | $3,203-78.1% |
| Admin fee / account holder | $4,642 | $3,712+25.1% | $4,622+0.4% | $4,296+8.1% |