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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 | $103,205 | $106,923-3.5% | $84,023+22.8% | $152,909-32.5% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 1.84% | 105.02%-103.2pp | 71.32%-69.5pp | 345.46%-343.6pp |
| Employer contribution / active EE | $831 | $2,735-69.6% | $1,984-58.1% | $4,764-82.6% |
| Participant deferral / active EE | $950 | $4,013-76.3% | $3,239-70.7% | $5,851-83.8% |
| Admin fee / account holder | $3,456 | $8,289-58.3% | $6,102-43.4% | $11,601-70.2% |