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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 | $202,130 | $81,476+148.1% | $102,383+97.4% | $80,925+149.8% |
| Participation rate | 11.8% | 66.8%-55.1pp | 74.5%-62.7pp | 67.7%-55.9pp |
| Annual return | 7.17% | 25.59%-18.4pp | 24.94%-17.8pp | 35.65%-28.5pp |
| Employer contribution / active EE | $882 | $3,105-71.6% | $3,870-77.2% | $2,756-68.0% |
| Participant deferral / active EE | $1,181 | $3,871-69.5% | $5,060-76.7% | $4,299-72.5% |
| Admin fee / account holder | $11,396 | $6,717+69.6% | $8,391+35.8% | $6,940+64.2% |