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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 | $140,255 | $72,272+94.1% | $101,264+38.5% | $79,858+75.6% |
| Participation rate | 40.5% | 68.5%-27.9pp | 75.8%-35.3pp | 69.6%-29.1pp |
| Annual return | 10.00% | 22.30%-12.3pp | 46.48%-36.5pp | 31.72%-21.7pp |
| Employer contribution / active EE | $3,679 | $2,692+36.7% | $3,660+0.5% | $2,471+48.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,310 | $4,401-2.1% | $5,947-27.5% | $5,306-18.8% |