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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 | $200,566 | $96,731+107.3% | $123,973+61.8% | $86,983+130.6% |
| Participation rate | 31.0% | 70.0%-39.0pp | 76.7%-45.6pp | 69.5%-38.5pp |
| Annual return | 10.71% | 17.33%-6.6pp | 388.13%-377.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $1,065 | $3,297-67.7% | $4,126-74.2% | $2,584-58.8% |
| Participant deferral / active EE | $1,132 | $4,152-72.7% | $5,247-78.4% | $4,194-73.0% |
| Admin fee / account holder | $1,811 | $8,722-79.2% | $11,799-84.6% | $7,856-76.9% |