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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 | $80,738 | $62,583+29.0% | $76,767+5.2% | $64,173+25.8% |
| Participation rate | 34.8% | 72.8%-38.0pp | 77.0%-42.2pp | 69.6%-34.8pp |
| Annual return | -7.88% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $435 | $1,832-76.3% | $2,485-82.5% | $2,381-81.7% |
| Participant deferral / active EE | $1,029 | $3,145-67.3% | $3,852-73.3% | $3,470-70.4% |
| Admin fee / account holder | $3,413 | $4,667-26.9% | $6,675-48.9% | $4,887-30.2% |