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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 | $120,678 | $53,777+124.4% | $134,155-10.0% | $79,858+51.1% |
| Participation rate | 20.3% | 58.8%-38.4pp | 72.2%-51.8pp | 69.6%-49.3pp |
| Annual return | 8.89% | 19.01%-10.1pp | 36.34%-27.5pp | 31.72%-22.8pp |
| Employer contribution / active EE | $370 | $1,321-72.0% | $3,705-90.0% | $2,471-85.0% |
| Participant deferral / active EE | $845 | $2,420-65.1% | $3,500-75.8% | $3,740-77.4% |
| Admin fee / account holder | $7,896 | $3,984+98.2% | $6,685+18.1% | $5,306+48.8% |