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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 | $167,021 | $83,898+99.1% | $133,346+25.3% | $94,015+77.7% |
| Participation rate | 12.5% | 63.4%-50.9pp | 72.8%-60.3pp | 70.8%-58.3pp |
| Annual return | 4.42% | 16.00%-11.6pp | 36.85%-32.4pp | 17.84%-13.4pp |
| Employer contribution / active EE | $390 | $1,821-78.6% | $2,853-86.3% | $2,790-86.0% |
| Participant deferral / active EE | $1,212 | $3,245-62.6% | $4,332-72.0% | $4,249-71.5% |
| Admin fee / account holder | $15,675 | $7,809+100.7% | $14,264+9.9% | $8,951+75.1% |