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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 | $115,225+39.3% | $100,712+59.4% | $138,895+15.6% |
| Participation rate | 55.6% | 74.3%-18.8pp | 69.3%-13.7pp | 79.9%-24.4pp |
| Annual return | 8.75% | 40.35%-31.6pp | 33.27%-24.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $899 | $2,771-67.6% | $2,313-61.1% | $4,194-78.6% |
| Participant deferral / active EE | $1,114 | $4,699-76.3% | $4,085-72.7% | $6,396-82.6% |
| Admin fee / account holder | $132,437 | $10,844+1121.3% | $9,256+1330.8% | $12,562+954.3% |