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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 | $162,749 | $76,834+111.8% | $108,359+50.2% | $87,485+86.0% |
| Participation rate | 54.2% | 61.7%-7.6pp | 70.1%-16.0pp | 68.9%-14.8pp |
| Annual return | 9.23% | 19.09%-9.9pp | 36.89%-27.7pp | 26.06%-16.8pp |
| Employer contribution / active EE | $787 | $1,556-49.4% | $2,399-67.2% | $2,596-69.7% |
| Participant deferral / active EE | $1,001 | $3,100-67.7% | $4,137-75.8% | $4,274-76.6% |
| Admin fee / account holder | $12,976 | $6,537+98.5% | $9,741+33.2% | $7,775+66.9% |