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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 | $114,391 | $89,364+28.0% | $141,177-19.0% | $72,983+56.7% |
| Participation rate | 32.0% | 75.1%-43.1pp | 82.5%-50.5pp | 69.5%-37.5pp |
| Annual return | 15.02% | 111.86%-96.8pp | 71.40%-56.4pp | 81.01%-66.0pp |
| Employer contribution / active EE | $920 | $3,115-70.5% | $4,736-80.6% | $2,440-62.3% |
| Participant deferral / active EE | $1,764 | $5,419-67.4% | $6,710-73.7% | $3,608-51.1% |
| Admin fee / account holder | $2,508 | $5,959-57.9% | $10,263-75.6% | $5,124-51.1% |