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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 | $146,656 | $73,955+98.3% | $96,520+51.9% | $75,181+95.1% |
| Participation rate | 37.9% | 66.4%-28.5pp | 74.3%-36.4pp | 67.2%-29.3pp |
| Annual return | 10.45% | 26.72%-16.3pp | 35.72%-25.3pp | 160.69%-150.2pp |
| Employer contribution / active EE | $833 | $2,930-71.6% | $3,739-77.7% | $2,671-68.8% |
| Participant deferral / active EE | $931 | $3,659-74.5% | $4,879-80.9% | $4,126-77.4% |
| Admin fee / account holder | $1,138 | $5,217-78.2% | $6,733-83.1% | $5,650-79.9% |