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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 | $229,404 | $77,492+196.0% | $100,398+128.5% | $80,911+183.5% |
| Participation rate | 8.6% | 76.9%-68.4pp | 81.5%-72.9pp | 67.6%-59.1pp |
| Annual return | 11.58% | 37.23%-25.6pp | 49.32%-37.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,713 | $2,800-38.8% | $3,946-56.6% | $2,756-37.8% |
| Participant deferral / active EE | $2,653 | $6,817-61.1% | $8,084-67.2% | $4,297-38.3% |
| Admin fee / account holder | $11,579 | $5,892+96.5% | $7,893+46.7% | $6,935+67.0% |