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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 | $134,276 | $102,385+31.1% | $147,080-8.7% | $80,935+65.9% |
| Participation rate | 22.2% | 75.9%-53.6pp | 82.2%-60.0pp | 67.7%-45.4pp |
| Annual return | 11.42% | 135.09%-123.7pp | 420.17%-408.8pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,046 | $3,717-71.9% | $4,933-78.8% | $2,757-62.1% |
| Participant deferral / active EE | $1,125 | $6,651-83.1% | $8,066-86.0% | $4,299-73.8% |
| Admin fee / account holder | $13,064 | $7,951+64.3% | $12,989+0.6% | $6,924+88.7% |