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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 | $130,248 | $93,617+39.1% | $135,982-4.2% | $75,177+73.3% |
| Participation rate | 23.9% | 75.2%-51.3pp | 81.9%-58.0pp | 67.2%-43.3pp |
| Annual return | 7.63% | 30.89%-23.3pp | 68.32%-60.7pp | 160.75%-153.1pp |
| Employer contribution / active EE | $1,089 | $3,538-69.2% | $4,859-77.6% | $2,671-59.2% |
| Participant deferral / active EE | $677 | $6,406-89.4% | $7,760-91.3% | $4,126-83.6% |
| Admin fee / account holder | $1,957 | $6,980-72.0% | $10,767-81.8% | $5,651-65.4% |