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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 | $139,843 | $108,825+28.5% | $156,181-10.5% | $82,448+69.6% |
| Participation rate | 33.3% | 72.4%-39.0pp | 78.8%-45.5pp | 68.1%-34.7pp |
| Annual return | 9.30% | 20.59%-11.3pp | 64.87%-55.6pp | 41.64%-32.3pp |
| Employer contribution / active EE | $874 | $2,870-69.5% | $4,294-79.6% | $2,551-65.7% |
| Participant deferral / active EE | $1,528 | $4,577-66.6% | $6,132-75.1% | $4,139-63.1% |
| Admin fee / account holder | $3,150 | $9,341-66.3% | $14,586-78.4% | $7,234-56.5% |