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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 | $100,081 | $70,418+42.1% | $96,570+3.6% | $85,847+16.6% |
| Participation rate | 52.6% | 61.8%-9.2pp | 69.8%-17.2pp | 69.3%-16.7pp |
| Annual return | 8.95% | 18.59%-9.6pp | 37.79%-28.8pp | 318.61%-309.7pp |
| Employer contribution / active EE | $906 | $1,413-35.9% | $2,357-61.6% | $2,565-64.7% |
| Participant deferral / active EE | $1,248 | $2,894-56.9% | $3,849-67.6% | $3,952-68.4% |
| Admin fee / account holder | $4,105 | $4,995-17.8% | $6,182-33.6% | $6,261-34.4% |