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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 | $223,499 | $84,233+165.3% | $170,436+31.1% | $70,131+218.7% |
| Participation rate | 38.5% | 70.8%-32.4pp | 83.6%-45.1pp | 69.5%-31.1pp |
| Annual return | 10.85% | 23.06%-12.2pp | 205.94%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $411 | $3,387-87.9% | $5,433-92.4% | $2,342-82.5% |
| Participant deferral / active EE | $733 | $3,086-76.2% | $4,939-85.2% | $3,332-78.0% |
| Admin fee / account holder | $5,239 | $5,698-8.0% | $13,880-62.3% | $4,645+12.8% |