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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 | $86,919+60.3% | $102,457+36.0% | $80,911+72.2% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 8.11% | 18.90%-10.8pp | 29.41%-21.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $5,769 | $2,368+143.6% | $3,022+90.9% | $2,756+109.3% |
| Participant deferral / active EE | $1,304 | $4,119-68.3% | $5,054-74.2% | $4,297-69.6% |
| Admin fee / account holder | $9,126 | $8,049+13.4% | $9,451-3.4% | $6,935+31.6% |