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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 | $160,494 | $112,729+42.4% | $98,716+62.6% | $137,256+16.9% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 8.75% | 38.48%-29.7pp | 31.81%-23.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $899 | $2,725-67.0% | $2,279-60.5% | $4,156-78.4% |
| Participant deferral / active EE | $1,114 | $4,640-76.0% | $4,048-72.5% | $6,407-82.6% |
| Admin fee / account holder | $132,437 | $10,129+1207.6% | $8,703+1421.8% | $12,270+979.3% |