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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 | $96,731+31.2% | $123,973+2.4% | $86,983+45.9% |
| Participation rate | 23.1% | 70.0%-46.9pp | 76.7%-53.6pp | 69.5%-46.5pp |
| Annual return | 4.52% | 17.33%-12.8pp | 388.13%-383.6pp | 25.83%-21.3pp |
| Employer contribution / active EE | $923 | $3,297-72.0% | $4,126-77.6% | $2,584-64.3% |
| Participant deferral / active EE | $1,553 | $4,152-62.6% | $5,247-70.4% | $4,194-63.0% |
| Admin fee / account holder | $2,582 | $8,722-70.4% | $11,799-78.1% | $7,856-67.1% |