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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 | $76,834+95.0% | $108,359+38.3% | $87,485+71.3% |
| Participation rate | 47.6% | 61.7%-14.1pp | 70.1%-22.5pp | 68.9%-21.3pp |
| Annual return | 11.96% | 19.09%-7.1pp | 36.89%-24.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $487 | $1,556-68.7% | $2,399-79.7% | $2,596-81.2% |
| Participant deferral / active EE | $974 | $3,100-68.6% | $4,137-76.5% | $4,274-77.2% |
| Admin fee / account holder | $789 | $6,537-87.9% | $9,741-91.9% | $7,775-89.8% |