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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 | $136,196 | $107,421+26.8% | $182,262-25.3% | $94,015+44.9% |
| Participation rate | 54.2% | 77.8%-23.6pp | 84.2%-30.0pp | 70.8%-16.7pp |
| Annual return | 12.77% | 21.32%-8.6pp | 140.60%-127.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $1,098 | $3,448-68.1% | $5,046-78.2% | $2,790-60.6% |
| Participant deferral / active EE | $2,246 | $6,558-65.8% | $8,276-72.9% | $4,249-47.2% |
| Admin fee / account holder | $41,060 | $8,692+372.4% | $16,712+145.7% | $8,951+358.7% |