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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 | $169,476 | $86,288+96.4% | $111,306+52.3% | $85,851+97.4% |
| Participation rate | 61.7% | 73.3%-11.6pp | 77.3%-15.6pp | 69.3%-7.6pp |
| Annual return | 9.44% | 19.99%-10.5pp | 54.67%-45.2pp | 318.63%-309.2pp |
| Employer contribution / active EE | $1,106 | $2,044-45.9% | $2,732-59.5% | $2,565-56.9% |
| Participant deferral / active EE | $1,069 | $3,641-70.6% | $4,488-76.2% | $3,952-72.9% |
| Admin fee / account holder | $1,737 | $8,189-78.8% | $7,966-78.2% | $6,261-72.3% |