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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 | $126,925 | $88,672+43.1% | $105,223+20.6% | $82,448+53.9% |
| Participation rate | 23.1% | 67.9%-44.8pp | 75.0%-52.0pp | 68.1%-45.0pp |
| Annual return | 4.52% | 30.86%-26.3pp | 180.65%-176.1pp | 41.64%-37.1pp |
| Employer contribution / active EE | $923 | $3,048-69.7% | $3,689-75.0% | $2,551-63.8% |
| Participant deferral / active EE | $1,553 | $4,036-61.5% | $5,072-69.4% | $4,139-62.5% |
| Admin fee / account holder | $2,582 | $7,146-63.9% | $8,859-70.9% | $7,234-64.3% |