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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 | $191,125 | $87,132+119.4% | $105,624+80.9% | $80,959+136.1% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.7%-23.2pp |
| Annual return | 10.05% | 17.03%-7.0pp | 116.20%-106.2pp | 35.67%-25.6pp |
| Employer contribution / active EE | $744 | $2,397-69.0% | $3,168-76.5% | $2,757-73.0% |
| Participant deferral / active EE | $1,443 | $3,985-63.8% | $5,013-71.2% | $4,300-66.4% |
| Admin fee / account holder | $22,188 | $8,449+162.6% | $10,961+102.4% | $6,925+220.4% |