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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 | $155,231 | $108,825+42.6% | $156,181-0.6% | $82,448+88.3% |
| Participation rate | 54.3% | 72.4%-18.1pp | 78.8%-24.5pp | 68.1%-13.8pp |
| Annual return | 9.73% | 20.59%-10.9pp | 64.87%-55.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $964 | $2,870-66.4% | $4,294-77.5% | $2,551-62.2% |
| Participant deferral / active EE | $1,135 | $4,577-75.2% | $6,132-81.5% | $4,139-72.6% |
| Admin fee / account holder | $798 | $9,341-91.5% | $14,586-94.5% | $7,234-89.0% |