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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 | $124,289 | $78,423+58.5% | $95,964+29.5% | $79,856+55.6% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 9.56% | 19.37%-9.8pp | 91.64%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $972 | $1,945-50.0% | $2,541-61.7% | $2,471-60.7% |
| Participant deferral / active EE | $1,255 | $3,440-63.5% | $4,167-69.9% | $3,741-66.5% |
| Admin fee / account holder | $8,650 | $5,622+53.9% | $6,797+27.3% | $5,306+63.0% |