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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 | $101,880 | $78,013+30.6% | $178,449-42.9% | $80,911+25.9% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.6%-28.9pp |
| Annual return | -11.35% | 18.07%-29.4pp | 27.09%-38.4pp | 35.63%-47.0pp |
| Employer contribution / active EE | $582 | $2,287-74.5% | $3,951-85.3% | $2,756-78.9% |
| Participant deferral / active EE | $786 | $4,408-82.2% | $6,277-87.5% | $4,297-81.7% |
| Admin fee / account holder | $4,581 | $7,166-36.1% | $10,362-55.8% | $6,935-33.9% |