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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 | $164,951 | $99,875+65.2% | $146,866+12.3% | $86,983+89.6% |
| Participation rate | 20.9% | 75.8%-54.9pp | 82.5%-61.6pp | 69.5%-48.6pp |
| Annual return | 10.27% | 28.10%-17.8pp | 102.85%-92.6pp | 25.83%-15.6pp |
| Employer contribution / active EE | $405 | $3,224-87.4% | $4,425-90.8% | $2,584-84.3% |
| Participant deferral / active EE | $1,591 | $6,322-74.8% | $7,759-79.5% | $4,194-62.1% |
| Admin fee / account holder | $2,020 | $7,838-74.2% | $13,620-85.2% | $7,856-74.3% |