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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 | $106,749+48.8% | $145,433+9.2% | $82,448+92.6% |
| Participation rate | 19.4% | 75.6%-56.2pp | 82.1%-62.7pp | 68.1%-48.6pp |
| Annual return | 11.94% | 27.59%-15.7pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,146 | $3,444-66.7% | $4,554-74.8% | $2,551-55.1% |
| Participant deferral / active EE | $1,388 | $6,519-78.7% | $7,897-82.4% | $4,139-66.5% |
| Admin fee / account holder | $1,750 | $8,390-79.1% | $13,129-86.7% | $7,234-75.8% |