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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 | $106,351 | $85,766+24.0% | $136,298-22.0% | $70,126+51.7% |
| Participation rate | 34.1% | 74.2%-40.1pp | 81.9%-47.8pp | 69.5%-35.4pp |
| Annual return | 13.77% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $935 | $2,966-68.5% | $4,696-80.1% | $2,343-60.1% |
| Participant deferral / active EE | $1,794 | $5,051-64.5% | $6,247-71.3% | $3,332-46.2% |
| Admin fee / account holder | $580 | $5,421-89.3% | $9,244-93.7% | $4,645-87.5% |