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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 | $88,276 | $76,551+15.3% | $123,894-28.7% | $62,881+40.4% |
| Participation rate | 53.1% | 73.0%-19.9pp | 81.4%-28.3pp | 69.3%-16.2pp |
| Annual return | 1.97% | 18.68%-16.7pp | 47.52%-45.5pp | 20.14%-18.2pp |
| Employer contribution / active EE | $500 | $2,882-82.7% | $4,617-89.2% | $2,281-78.1% |
| Participant deferral / active EE | $1,999 | $4,840-58.7% | $5,984-66.6% | $3,203-37.6% |
| Admin fee / account holder | $4,256 | $4,826-11.8% | $8,357-49.1% | $4,296-0.9% |