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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 | $77,472+196.1% | $100,392+128.5% | $80,935+183.4% |
| Participation rate | 8.6% | 76.9%-68.4pp | 81.5%-72.9pp | 67.7%-59.1pp |
| Annual return | 11.58% | 37.26%-25.7pp | 49.45%-37.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,713 | $2,800-38.8% | $3,941-56.5% | $2,757-37.9% |
| Participant deferral / active EE | $2,653 | $6,818-61.1% | $8,090-67.2% | $4,299-38.3% |
| Admin fee / account holder | $11,579 | $5,885+96.8% | $7,904+46.5% | $6,924+67.2% |