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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 | $139,367 | $86,949+60.3% | $102,460+36.0% | $80,959+72.1% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 8.11% | 18.89%-10.8pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $5,769 | $2,370+143.5% | $3,025+90.7% | $2,757+109.2% |
| Participant deferral / active EE | $1,304 | $4,121-68.4% | $5,056-74.2% | $4,300-69.7% |
| Admin fee / account holder | $9,126 | $8,048+13.4% | $9,460-3.5% | $6,925+31.8% |