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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 | $143,894 | $82,879+73.6% | $96,576+49.0% | $67,986+111.7% |
| Participation rate | 22.4% | 75.2%-52.8pp | 81.4%-59.0pp | 57.2%-34.8pp |
| Annual return | 14.24% | 36.90%-22.7pp | 38.47%-24.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $609 | $2,727-77.7% | $3,553-82.9% | $2,019-69.8% |
| Participant deferral / active EE | $1,597 | $6,976-77.1% | $7,956-79.9% | $3,358-52.4% |
| Admin fee / account holder | $22,470 | $2,783+707.4% | $11,381+97.4% | $3,203+601.5% |