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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 | $118,312 | $69,977+69.1% | $108,582+9.0% | $62,881+88.2% |
| Participation rate | 21.3% | 72.9%-51.6pp | 79.6%-58.2pp | 69.3%-48.0pp |
| Annual return | 4.16% | 10.73%-6.6pp | -51.70%+55.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $533 | $2,135-75.1% | $3,758-85.8% | $2,281-76.7% |
| Participant deferral / active EE | $1,114 | $3,165-64.8% | $4,311-74.2% | $3,203-65.2% |
| Admin fee / account holder | $1,641 | $5,076-67.7% | $7,645-78.5% | $4,296-61.8% |