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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 | $151,890 | $80,992+87.5% | $96,534+57.3% | $75,173+102.1% |
| Participation rate | 67.4% | 71.8%-4.3pp | 76.0%-8.5pp | 67.2%+0.2pp |
| Annual return | 9.53% | 27.05%-17.5pp | 25.88%-16.4pp | 160.72%-151.2pp |
| Employer contribution / active EE | $6,977 | $2,283+205.6% | $2,965+135.3% | $2,671+161.2% |
| Participant deferral / active EE | $1,211 | $3,929-69.2% | $4,851-75.0% | $4,126-70.7% |
| Admin fee / account holder | $5,039 | $6,717-25.0% | $8,253-38.9% | $5,651-10.8% |