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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 | $93,091 | $52,450+77.5% | $129,295-28.0% | $74,546+24.9% |
| Participation rate | 29.1% | 53.8%-24.7pp | 69.6%-40.5pp | 67.2%-38.1pp |
| Annual return | 11.66% | 15.65%-4.0pp | 9429.28%-9417.6pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $1,692 | $1,532+10.4% | $4,157-59.3% | $2,624-35.5% |
| Participant deferral / active EE | $274 | $2,797-90.2% | $4,169-93.4% | $4,347-93.7% |
| Admin fee / account holder | $7,050 | $2,636+167.5% | $7,665-8.0% | $1,944+262.8% |