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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 | $136,147 | $93,589+45.5% | $135,942+0.2% | $75,181+81.1% |
| Participation rate | 64.7% | 75.2%-10.5pp | 81.9%-17.2pp | 67.2%-2.5pp |
| Annual return | 13.10% | 30.90%-17.8pp | 68.28%-55.2pp | 160.69%-147.6pp |
| Employer contribution / active EE | $5,290 | $3,537+49.6% | $4,858+8.9% | $2,671+98.1% |
| Participant deferral / active EE | $882 | $6,405-86.2% | $7,759-88.6% | $4,126-78.6% |
| Admin fee / account holder | $2,042 | $6,977-70.7% | $10,764-81.0% | $5,650-63.9% |