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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 | $130,870 | $83,369+57.0% | $105,223+24.4% | $67,986+92.5% |
| Participation rate | 14.8% | 56.3%-41.5pp | 75.0%-60.2pp | 57.2%-42.4pp |
| Annual return | 11.93% | 24.64%-12.7pp | 180.65%-168.7pp | 31.67%-19.7pp |
| Employer contribution / active EE | $705 | $2,541-72.2% | $3,689-80.9% | $2,019-65.1% |
| Participant deferral / active EE | $1,177 | $3,295-64.3% | $5,072-76.8% | $3,358-65.0% |
| Admin fee / account holder | $18,263 | $4,073+348.4% | $8,859+106.2% | $3,203+470.1% |