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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 | $151,121 | $86,922+73.9% | $102,438+47.5% | $80,874+86.9% |
| Participation rate | 13.3% | 72.4%-59.0pp | 76.5%-63.2pp | 67.6%-54.3pp |
| Annual return | 10.04% | 18.90%-8.9pp | 29.37%-19.3pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,208 | $2,369-49.0% | $3,024-60.0% | $2,756-56.2% |
| Participant deferral / active EE | $807 | $4,119-80.4% | $5,054-84.0% | $4,297-81.2% |
| Admin fee / account holder | $37,500 | $8,050+365.8% | $9,448+296.9% | $6,935+440.7% |