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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 | $141,008 | $86,940+62.2% | $102,434+37.7% | $80,935+74.2% |
| Participation rate | 21.6% | 72.4%-50.8pp | 76.5%-54.9pp | 67.7%-46.0pp |
| Annual return | 8.21% | 18.89%-10.7pp | 29.46%-21.2pp | 35.66%-27.5pp |
| Employer contribution / active EE | $795 | $2,370-66.4% | $3,023-73.7% | $2,757-71.2% |
| Participant deferral / active EE | $1,175 | $4,121-71.5% | $5,055-76.8% | $4,299-72.7% |
| Admin fee / account holder | $2,775 | $8,047-65.5% | $9,462-70.7% | $6,924-59.9% |