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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 | $151,814 | $95,762+58.5% | $379,746-60.0% | $79,856+90.1% |
| Participation rate | 36.5% | 74.0%-37.5pp | 78.4%-41.9pp | 69.6%-33.1pp |
| Annual return | 10.08% | 18.26%-8.2pp | 34.90%-24.8pp | 31.71%-21.6pp |
| Employer contribution / active EE | $4,514 | $2,695+67.5% | $3,540+27.5% | $2,471+82.7% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,941 | $6,745+62.2% | $7,927+38.0% | $5,306+106.2% |