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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 | $154,526 | $73,981+108.9% | $105,754+46.1% | $62,881+145.7% |
| Participation rate | 65.7% | 71.7%-6.0pp | 78.9%-13.2pp | 69.3%-3.6pp |
| Annual return | 4.23% | 17.60%-13.4pp | 12.25%-8.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $7,986 | $2,856+179.6% | $4,079+95.8% | $2,281+250.1% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,870 | $5,976+48.4% | $8,309+6.8% | $4,296+106.5% |