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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 | $133,861 | $70,486+89.9% | $100,535+33.1% | $79,856+67.6% |
| Participation rate | 52.0% | 73.6%-21.6pp | 79.4%-27.4pp | 69.6%-17.6pp |
| Annual return | 10.21% | 21.90%-11.7pp | 30.90%-20.7pp | 31.71%-21.5pp |
| Employer contribution / active EE | $259 | $2,165-88.0% | $3,419-92.4% | $2,471-89.5% |
| Participant deferral / active EE | $2,240 | $5,182-56.8% | $6,271-64.3% | $3,741-40.1% |
| Admin fee / account holder | $1,218 | $4,480-72.8% | $8,085-84.9% | $5,306-77.0% |