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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 | $109,958 | $73,978+48.6% | $96,515+13.9% | $75,173+46.3% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 9.88% | 26.72%-16.8pp | 35.73%-25.9pp | 160.72%-150.8pp |
| Employer contribution / active EE | $4,118 | $2,931+40.5% | $3,740+10.1% | $2,671+54.2% |
| Participant deferral / active EE | $197 | $3,660-94.6% | $4,880-96.0% | $4,126-95.2% |
| Admin fee / account holder | $112,766 | $5,219+2060.8% | $6,735+1574.2% | $5,651+1895.7% |