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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 | $73,787+126.4% | $98,716+69.2% | $82,448+102.6% |
| Participation rate | 12.5% | 61.4%-48.9pp | 69.3%-56.8pp | 68.1%-55.6pp |
| Annual return | 4.42% | 18.57%-14.1pp | 31.81%-27.4pp | 41.64%-37.2pp |
| Employer contribution / active EE | $390 | $1,511-74.2% | $2,279-82.9% | $2,551-84.7% |
| Participant deferral / active EE | $1,212 | $3,081-60.7% | $4,048-70.1% | $4,139-70.7% |
| Admin fee / account holder | $15,675 | $6,500+141.1% | $8,703+80.1% | $7,234+116.7% |