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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 | $95,404+63.5% | $113,397+37.6% | $82,637+88.8% |
| Participation rate | 51.4% | 72.8%-21.5pp | 76.5%-25.1pp | 68.1%-16.7pp |
| Annual return | 8.51% | 19.08%-10.6pp | 23.20%-14.7pp | 53.51%-45.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,708 | $4,220-59.5% | $5,076-66.3% | $4,126-58.6% |
| Admin fee / account holder | $14,634 | $9,168+59.6% | $11,957+22.4% | $7,339+99.4% |