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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 | $123,150 | $95,453+29.0% | $112,040+9.9% | $82,448+49.4% |
| Participation rate | 50.9% | 72.8%-21.8pp | 76.5%-25.6pp | 68.1%-17.2pp |
| Annual return | 11.94% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $916 | $2,318-60.5% | $2,954-69.0% | $2,551-64.1% |
| Participant deferral / active EE | $1,409 | $4,224-66.7% | $5,098-72.4% | $4,139-66.0% |
| Admin fee / account holder | $14,220 | $9,013+57.8% | $12,098+17.5% | $7,234+96.6% |