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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 | $93,345+36.0% | $119,126+6.5% | $87,485+45.1% |
| Participation rate | 23.1% | 68.7%-45.7pp | 75.8%-52.7pp | 68.9%-45.9pp |
| Annual return | 4.52% | 19.08%-14.6pp | 282.11%-277.6pp | 26.06%-21.5pp |
| Employer contribution / active EE | $923 | $3,172-70.9% | $4,034-77.1% | $2,596-64.4% |
| Participant deferral / active EE | $1,553 | $4,099-62.1% | $5,318-70.8% | $4,274-63.7% |
| Admin fee / account holder | $2,582 | $8,039-67.9% | $10,693-75.9% | $7,775-66.8% |