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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 | $119,317 | $101,302+17.8% | $149,600-20.2% | $82,637+44.4% |
| Participation rate | 33.3% | 72.5%-39.2pp | 77.2%-43.8pp | 68.1%-34.7pp |
| Annual return | 7.90% | 21.39%-13.5pp | 129.59%-121.7pp | 53.51%-45.6pp |
| Employer contribution / active EE | $6,540 | $3,099+111.0% | $4,193+56.0% | $2,552+156.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $7,203-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,630 | $8,449+120.5% | $13,963+33.4% | $7,339+153.9% |