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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 | $171,848 | $99,994+71.9% | $146,647+17.2% | $85,851+100.2% |
| Participation rate | 21.3% | 73.1%-51.7pp | 80.1%-58.8pp | 69.3%-48.0pp |
| Annual return | 7.15% | 18.93%-11.8pp | 22.75%-15.6pp | 318.63%-311.5pp |
| Employer contribution / active EE | $779 | $2,559-69.6% | $4,137-81.2% | $2,565-69.7% |
| Participant deferral / active EE | $1,517 | $4,006-62.1% | $5,506-72.4% | $3,952-61.6% |
| Admin fee / account holder | $11,254 | $7,703+46.1% | $10,281+9.5% | $6,261+79.7% |