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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 | $83,815 | $63,355+32.3% | $91,994-8.9% | $72,983+14.8% |
| Participation rate | 38.9% | 72.5%-33.6pp | 78.6%-39.7pp | 69.5%-30.6pp |
| Annual return | 18.30% | 35.35%-17.0pp | 69.03%-50.7pp | 81.01%-62.7pp |
| Employer contribution / active EE | $332 | $2,116-84.3% | $3,452-90.4% | $2,440-86.4% |
| Participant deferral / active EE | $1,067 | $4,883-78.2% | $5,923-82.0% | $3,608-70.4% |
| Admin fee / account holder | $17,019 | $4,668+264.6% | $7,743+119.8% | $5,124+232.1% |