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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 | $98,652+20.9% | $142,942-16.5% | $82,448+44.7% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.8%-43.5pp | 68.1%-34.7pp |
| Annual return | 7.90% | 22.65%-14.8pp | 113.70%-105.8pp | 41.64%-33.7pp |
| Employer contribution / active EE | $6,540 | $3,211+103.7% | $4,139+58.0% | $2,551+156.4% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,630 | $8,078+130.6% | $12,475+49.3% | $7,234+157.5% |