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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 | $129,832 | $69,511+86.8% | $94,664+37.1% | $71,511+81.6% |
| Participation rate | 42.5% | 78.4%-36.0pp | 80.8%-38.4pp | 67.9%-25.5pp |
| Annual return | 16.83% | 29.67%-12.8pp | 156.84%-140.0pp | 28.86%-12.0pp |
| Employer contribution / active EE | $1,436 | $2,853-49.7% | $3,673-60.9% | $2,589-44.6% |
| Participant deferral / active EE | $2,744 | $7,348-62.6% | $7,417-63.0% | $4,291-36.0% |
| Admin fee / account holder | $9,630 | $1,211+695.3% | $7,222+33.4% | $1,588+506.2% |