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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 | $96,463 | $48,053+100.7% | $84,623+14.0% | $72,983+32.2% |
| Participation rate | 24.2% | 57.6%-33.3pp | 68.2%-44.0pp | 69.5%-45.2pp |
| Annual return | 15.89% | 37.39%-21.5pp | 258.77%-242.9pp | 81.01%-65.1pp |
| Employer contribution / active EE | $362 | $1,602-77.4% | $2,652-86.3% | $2,440-85.2% |
| Participant deferral / active EE | $738 | $2,681-72.5% | $3,899-81.1% | $3,608-79.6% |
| Admin fee / account holder | $3,084 | $3,395-9.2% | $4,913-37.2% | $5,124-39.8% |