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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 | $128,745 | $80,992+59.0% | $96,534+33.4% | $75,173+71.3% |
| Participation rate | 64.5% | 71.8%-7.3pp | 76.0%-11.5pp | 67.2%-2.7pp |
| Annual return | 9.58% | 27.05%-17.5pp | 25.88%-16.3pp | 160.72%-151.1pp |
| Employer contribution / active EE | $696 | $2,283-69.5% | $2,965-76.5% | $2,671-73.9% |
| Participant deferral / active EE | $1,265 | $3,929-67.8% | $4,851-73.9% | $4,126-69.3% |
| Admin fee / account holder | $38,347 | $6,717+470.9% | $8,253+364.6% | $5,651+578.6% |