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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 | $194,654 | $91,439+112.9% | $135,974+43.2% | $71,511+172.2% |
| Participation rate | 43.7% | 75.7%-32.0pp | 81.9%-38.3pp | 67.9%-24.3pp |
| Annual return | 12.98% | 29.90%-16.9pp | 68.30%-55.3pp | 28.86%-15.9pp |
| Employer contribution / active EE | $1,523 | $3,705-58.9% | $4,859-68.6% | $2,589-41.2% |
| Participant deferral / active EE | $2,864 | $7,093-59.6% | $7,760-63.1% | $4,291-33.3% |
| Admin fee / account holder | $4,877 | $1,267+285.0% | $10,767-54.7% | $1,588+207.0% |