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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 | $69,243 | $60,349+14.7% | $74,184-6.7% | $62,881+10.1% |
| Participation rate | 40.5% | 72.7%-32.3pp | 76.6%-36.1pp | 69.3%-28.8pp |
| Annual return | 3.41% | 21.38%-18.0pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $655 | $1,680-61.0% | $2,370-72.4% | $2,281-71.3% |
| Participant deferral / active EE | $1,032 | $2,856-63.9% | $3,550-70.9% | $3,203-67.8% |
| Admin fee / account holder | $6,020 | $4,261+41.3% | $5,586+7.8% | $4,296+40.1% |