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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 | $89,213 | $70,475+26.6% | $100,530-11.3% | $79,858+11.7% |
| Participation rate | 42.9% | 73.7%-30.8pp | 79.4%-36.6pp | 69.6%-26.8pp |
| Annual return | 1.07% | 21.90%-20.8pp | 30.89%-29.8pp | 31.72%-30.7pp |
| Employer contribution / active EE | $3,421 | $2,165+58.1% | $3,418+0.1% | $2,471+38.5% |
| Participant deferral / active EE | $252 | $5,181-95.1% | $6,271-96.0% | $3,740-93.3% |
| Admin fee / account holder | $546 | $4,478-87.8% | $8,083-93.2% | $5,306-89.7% |