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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 | $243,340 | $78,197+211.2% | $98,090+148.1% | $82,637+194.5% |
| Participation rate | 24.2% | 77.5%-53.2pp | 81.5%-57.3pp | 68.1%-43.8pp |
| Annual return | 13.01% | 40.25%-27.2pp | 37.05%-24.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $672 | $2,605-74.2% | $3,606-81.4% | $2,552-73.7% |
| Participant deferral / active EE | $1,258 | $6,636-81.0% | $7,845-84.0% | $4,126-69.5% |
| Admin fee / account holder | $48,560 | $14,832+227.4% | $11,815+311.0% | $7,339+561.7% |