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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 | $76,834+117.4% | $108,359+54.1% | $87,485+90.9% |
| Participation rate | 12.5% | 61.7%-49.2pp | 70.1%-57.6pp | 68.9%-56.4pp |
| Annual return | 4.42% | 19.09%-14.7pp | 36.89%-32.5pp | 26.06%-21.6pp |
| Employer contribution / active EE | $390 | $1,556-75.0% | $2,399-83.8% | $2,596-85.0% |
| Participant deferral / active EE | $1,212 | $3,100-60.9% | $4,137-70.7% | $4,274-71.6% |
| Admin fee / account holder | $15,675 | $6,537+139.8% | $9,741+60.9% | $7,775+101.6% |