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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 | $170,264 | $118,877+43.2% | $96,570+76.3% | $167,536+1.6% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 6.14% | 50.50%-44.4pp | 37.79%-31.7pp | 478.82%-472.7pp |
| Employer contribution / active EE | $765 | $3,121-75.5% | $2,357-67.6% | $4,839-84.2% |
| Participant deferral / active EE | $809 | $4,617-82.5% | $3,849-79.0% | $6,342-87.2% |
| Admin fee / account holder | $5,966 | $8,069-26.1% | $6,182-3.5% | $12,315-51.6% |