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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 | $89,259+124.7% | $107,187+87.1% | $82,637+142.7% |
| Participation rate | 31.0% | 67.9%-36.9pp | 75.0%-44.0pp | 68.1%-37.0pp |
| Annual return | 10.71% | 21.02%-10.3pp | 204.55%-193.8pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,065 | $3,080-65.4% | $3,782-71.8% | $2,552-58.3% |
| Participant deferral / active EE | $1,132 | $4,037-71.9% | $5,096-77.8% | $4,126-72.6% |
| Admin fee / account holder | $1,811 | $7,381-75.5% | $9,162-80.2% | $7,339-75.3% |