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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 | $136,031 | $78,015+74.4% | $178,505-23.8% | $80,959+68.0% |
| Participation rate | 22.8% | 65.7%-42.9pp | 77.1%-54.3pp | 67.7%-44.9pp |
| Annual return | 10.06% | 18.10%-8.0pp | 27.16%-17.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $592 | $2,281-74.0% | $3,955-85.0% | $2,757-78.5% |
| Participant deferral / active EE | $1,186 | $4,406-73.1% | $6,280-81.1% | $4,300-72.4% |
| Admin fee / account holder | $4,428 | $7,160-38.2% | $10,428-57.5% | $6,925-36.1% |