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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 | $156,024 | $95,453+63.5% | $112,040+39.3% | $82,448+89.2% |
| Participation rate | 51.4% | 72.8%-21.4pp | 76.5%-25.1pp | 68.1%-16.7pp |
| Annual return | 8.51% | 23.92%-15.4pp | 24.52%-16.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,708 | $4,224-59.6% | $5,098-66.5% | $4,139-58.7% |
| Admin fee / account holder | $14,634 | $9,013+62.4% | $12,098+21.0% | $7,234+102.3% |