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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 | $138,377 | $64,324+115.1% | $118,946+16.3% | $79,858+73.3% |
| Participation rate | 32.0% | 64.9%-32.9pp | 75.4%-43.4pp | 69.6%-37.6pp |
| Annual return | 8.24% | 86.45%-78.2pp | 35.89%-27.7pp | 31.72%-23.5pp |
| Employer contribution / active EE | $3,320 | $1,836+80.8% | $3,263+1.7% | $2,471+34.4% |
| Participant deferral / active EE | $872 | $2,824-69.1% | $4,266-79.5% | $3,740-76.7% |
| Admin fee / account holder | $374 | $4,040-90.7% | $6,581-94.3% | $5,306-92.9% |