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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 | $149,831 | $73,787+103.1% | $98,716+51.8% | $82,448+81.7% |
| Participation rate | 47.6% | 61.4%-13.8pp | 69.3%-21.7pp | 68.1%-20.4pp |
| Annual return | 11.96% | 18.57%-6.6pp | 31.81%-19.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $487 | $1,511-67.8% | $2,279-78.6% | $2,551-80.9% |
| Participant deferral / active EE | $974 | $3,081-68.4% | $4,048-75.9% | $4,139-76.5% |
| Admin fee / account holder | $789 | $6,500-87.9% | $8,703-90.9% | $7,234-89.1% |