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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 | $77,061 | $56,894+35.4% | $84,753-9.1% | $62,881+22.6% |
| Participation rate | 18.5% | 68.5%-50.1pp | 76.6%-58.1pp | 69.3%-50.8pp |
| Annual return | 3.84% | 6.30%-2.5pp | 22.78%-18.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $484 | $2,400-79.8% | $3,574-86.5% | $2,281-78.8% |
| Participant deferral / active EE | $1,018 | $2,709-62.4% | $3,712-72.6% | $3,203-68.2% |
| Admin fee / account holder | $1,357 | $3,581-62.1% | $5,333-74.6% | $4,296-68.4% |