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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 | $174,444 | $136,860+27.5% | $120,344+45.0% | $154,746+12.7% |
| Participation rate | 12.5% | 79.9%-67.4pp | 76.7%-64.2pp | 80.7%-68.2pp |
| Annual return | 8.07% | 21.38%-13.3pp | 20.30%-12.2pp | 172.34%-164.3pp |
| Employer contribution / active EE | $934 | $3,533-73.6% | $3,020-69.1% | $4,379-78.7% |
| Participant deferral / active EE | $934 | $5,793-83.9% | $5,135-81.8% | $6,730-86.1% |
| Admin fee / account holder | $120,566 | $15,393+683.3% | $12,742+846.2% | $14,365+739.3% |