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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 | $157,737 | $126,661+24.5% | $113,397+39.1% | $138,895+13.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 3.97% | 25.05%-21.1pp | 23.20%-19.2pp | 145.39%-141.4pp |
| Employer contribution / active EE | $1,395 | $3,456-59.6% | $2,977-53.1% | $4,194-66.7% |
| Participant deferral / active EE | $1,691 | $5,693-70.3% | $5,076-66.7% | $6,396-73.6% |
| Admin fee / account holder | $815 | $14,549-94.4% | $11,957-93.2% | $12,562-93.5% |