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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 | $203,225 | $148,623+36.7% | $135,974+49.5% | $139,466+45.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.91% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,250 | $5,246-76.2% | $4,859-74.3% | $4,754-73.7% |
| Participant deferral / active EE | $1,250 | $8,103-84.6% | $7,760-83.9% | $6,712-81.4% |
| Admin fee / account holder | $78,751 | $12,406+534.8% | $10,767+631.4% | $11,409+590.3% |