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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 | $158,819 | $106,864+48.6% | $147,318+7.8% | $82,637+92.2% |
| Participation rate | 19.4% | 75.5%-56.1pp | 82.1%-62.6pp | 68.1%-48.6pp |
| Annual return | 11.94% | 27.49%-15.6pp | 70.43%-58.5pp | 53.51%-41.6pp |
| Employer contribution / active EE | $1,146 | $3,417-66.5% | $4,593-75.1% | $2,552-55.1% |
| Participant deferral / active EE | $1,388 | $6,496-78.6% | $7,906-82.4% | $4,126-66.4% |
| Admin fee / account holder | $1,750 | $8,415-79.2% | $13,708-87.2% | $7,339-76.2% |