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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 | $152,984 | $210,908-27.5% | $153,643-0.4% | $145,884+4.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.26% | 13.46%-7.2pp | 15.71%-9.5pp | 551.85%-545.6pp |
| Employer contribution / active EE | $2,875 | $6,055-52.5% | $5,039-42.9% | $4,662-38.3% |
| Participant deferral / active EE | $1,625 | $7,976-79.6% | $6,754-75.9% | $6,690-75.7% |
| Admin fee / account holder | $1,524 | $19,477-92.2% | $12,739-88.0% | $13,392-88.6% |