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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 | $135,071 | $71,057+90.1% | $93,654+44.2% | $80,874+67.0% |
| Participation rate | 23.3% | 60.4%-37.1pp | 68.7%-45.4pp | 67.6%-44.3pp |
| Annual return | 7.75% | 11.26%-3.5pp | 133.34%-125.6pp | 35.62%-27.9pp |
| Employer contribution / active EE | $515 | $1,564-67.1% | $2,421-78.7% | $2,756-81.3% |
| Participant deferral / active EE | $1,190 | $4,034-70.5% | $4,413-73.0% | $4,297-72.3% |
| Admin fee / account holder | $62,941 | $6,944+806.4% | $8,282+659.9% | $6,935+807.6% |