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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 | $153,412 | $86,949+76.4% | $102,460+49.7% | $80,959+89.5% |
| Participation rate | 20.4% | 72.4%-52.0pp | 76.5%-56.1pp | 67.7%-47.3pp |
| Annual return | 8.61% | 18.89%-10.3pp | 29.47%-20.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $742 | $4,121-82.0% | $5,056-85.3% | $4,300-82.7% |
| Admin fee / account holder | $797 | $8,048-90.1% | $9,460-91.6% | $6,925-88.5% |