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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 | $78,079 | $68,412+14.1% | $94,679-17.5% | $75,181+3.9% |
| Participation rate | 35.9% | 76.1%-40.1pp | 80.8%-44.9pp | 67.2%-31.3pp |
| Annual return | 12.44% | 616.91%-604.5pp | 156.75%-144.3pp | 160.69%-148.2pp |
| Employer contribution / active EE | $1,384 | $2,701-48.8% | $3,673-62.3% | $2,671-48.2% |
| Participant deferral / active EE | $2,334 | $6,537-64.3% | $7,417-68.5% | $4,126-43.4% |
| Admin fee / account holder | $12,546 | $5,326+135.6% | $7,233+73.5% | $5,650+122.1% |