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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 | $91,016 | $71,215+27.8% | $93,696-2.9% | $80,935+12.5% |
| Participation rate | 18.5% | 60.4%-41.9pp | 68.7%-50.2pp | 67.7%-49.1pp |
| Annual return | 9.27% | 11.27%-2.0pp | 133.74%-124.5pp | 35.66%-26.4pp |
| Employer contribution / active EE | $584 | $1,565-62.7% | $2,422-75.9% | $2,757-78.8% |
| Participant deferral / active EE | $800 | $4,037-80.2% | $4,417-81.9% | $4,299-81.4% |
| Admin fee / account holder | $2,498 | $6,958-64.1% | $8,287-69.9% | $6,924-63.9% |