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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 | $77,492+190.2% | $100,398+124.0% | $80,911+178.0% |
| Participation rate | 31.3% | 76.9%-45.7pp | 81.5%-50.3pp | 67.6%-36.4pp |
| Annual return | 8.79% | 37.23%-28.4pp | 49.32%-40.5pp | 35.63%-26.8pp |
| Employer contribution / active EE | $693 | $2,800-75.3% | $3,946-82.4% | $2,756-74.9% |
| Participant deferral / active EE | $1,441 | $6,817-78.9% | $8,084-82.2% | $4,297-66.5% |
| Admin fee / account holder | $1,112 | $5,892-81.1% | $7,893-85.9% | $6,935-84.0% |