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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 | $118,713 | $97,125+22.2% | $86,233+37.7% | $137,256-13.5% |
| Participation rate | 15.8% | 74.2%-58.4pp | 69.0%-53.2pp | 80.0%-64.2pp |
| Annual return | 8.82% | 74.19%-65.4pp | 61.39%-52.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $377 | $2,841-86.7% | $2,504-85.0% | $4,156-90.9% |
| Participant deferral / active EE | $691 | $5,180-86.7% | $4,559-84.8% | $6,407-89.2% |
| Admin fee / account holder | $2,014 | $9,725-79.3% | $8,342-75.9% | $12,270-83.6% |