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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 | $87,106+119.4% | $105,607+81.0% | $80,935+136.1% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.7%-23.2pp |
| Annual return | 10.05% | 17.01%-7.0pp | 116.11%-106.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $744 | $2,396-69.0% | $3,167-76.5% | $2,757-73.0% |
| Participant deferral / active EE | $1,443 | $3,986-63.8% | $5,011-71.2% | $4,299-66.4% |
| Admin fee / account holder | $22,188 | $8,447+162.7% | $10,958+102.5% | $6,924+220.4% |