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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 | $224,907 | $77,472+190.3% | $100,392+124.0% | $80,935+177.9% |
| Participation rate | 31.3% | 76.9%-45.7pp | 81.5%-50.3pp | 67.7%-36.4pp |
| Annual return | 8.79% | 37.26%-28.5pp | 49.45%-40.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $693 | $2,800-75.3% | $3,941-82.4% | $2,757-74.9% |
| Participant deferral / active EE | $1,441 | $6,818-78.9% | $8,090-82.2% | $4,299-66.5% |
| Admin fee / account holder | $1,112 | $5,885-81.1% | $7,904-85.9% | $6,924-83.9% |