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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 | $129,518 | $102,393+26.5% | $147,041-11.9% | $80,911+60.1% |
| Participation rate | 23.7% | 75.9%-52.2pp | 82.2%-58.5pp | 67.6%-44.0pp |
| Annual return | 9.72% | 134.95%-125.2pp | 419.21%-409.5pp | 35.63%-25.9pp |
| Employer contribution / active EE | $1,043 | $3,715-71.9% | $4,935-78.9% | $2,756-62.1% |
| Participant deferral / active EE | $2,186 | $6,647-67.1% | $8,071-72.9% | $4,297-49.1% |
| Admin fee / account holder | $790 | $7,943-90.1% | $13,006-93.9% | $6,935-88.6% |