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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 | $196,206 | $156,398+25.5% | $147,318+33.2% | $138,895+41.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 8.72% | 78.75%-70.0pp | 70.43%-61.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $948 | $4,853-80.5% | $4,593-79.4% | $4,194-77.4% |
| Participant deferral / active EE | $2,421 | $8,237-70.6% | $7,906-69.4% | $6,396-62.2% |
| Admin fee / account holder | $7,820 | $14,976-47.8% | $13,708-43.0% | $12,562-37.8% |