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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 | $173,078 | $81,476+112.4% | $102,383+69.0% | $80,925+113.9% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.7%-42.7pp |
| Annual return | 8.44% | 25.59%-17.2pp | 24.94%-16.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $836 | $3,105-73.1% | $3,870-78.4% | $2,756-69.7% |
| Participant deferral / active EE | $1,497 | $3,871-61.3% | $5,060-70.4% | $4,299-65.2% |
| Admin fee / account holder | $1,757 | $6,717-73.9% | $8,391-79.1% | $6,940-74.7% |