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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 | $125,728 | $102,422+22.8% | $147,117-14.5% | $80,959+55.3% |
| Participation rate | 13.6% | 75.9%-62.2pp | 82.2%-68.5pp | 67.7%-54.0pp |
| Annual return | 7.95% | 135.16%-127.2pp | 420.54%-412.6pp | 35.67%-27.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,845 | $6,652-72.3% | $8,065-77.1% | $4,300-57.1% |
| Admin fee / account holder | $2,863 | $7,953-64.0% | $12,993-78.0% | $6,925-58.7% |