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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 | $125,271 | $78,423+59.7% | $95,964+30.5% | $79,856+56.9% |
| Participation rate | 16.3% | 73.5%-57.2pp | 77.1%-60.8pp | 69.6%-53.3pp |
| Annual return | 9.58% | 19.37%-9.8pp | 91.64%-82.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $689 | $1,945-64.6% | $2,541-72.9% | $2,471-72.1% |
| Participant deferral / active EE | $1,287 | $3,440-62.6% | $4,167-69.1% | $3,741-65.6% |
| Admin fee / account holder | $13,807 | $5,622+145.6% | $6,797+103.1% | $5,306+160.2% |