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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 | $166,250 | $106,749+55.7% | $145,433+14.3% | $82,448+101.6% |
| Participation rate | 57.6% | 75.6%-18.1pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 2.73% | 27.59%-24.9pp | 66.58%-63.8pp | 41.64%-38.9pp |
| Employer contribution / active EE | $880 | $3,444-74.4% | $4,554-80.7% | $2,551-65.5% |
| Participant deferral / active EE | $2,397 | $6,519-63.2% | $7,897-69.6% | $4,139-42.1% |
| Admin fee / account holder | $30,596 | $8,390+264.7% | $13,129+133.0% | $7,234+322.9% |