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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 | $192,129 | $79,557+141.5% | $118,746+61.8% | $70,126+174.0% |
| Participation rate | 11.9% | 71.4%-59.5pp | 78.3%-66.4pp | 69.5%-57.6pp |
| Annual return | 8.91% | 25.64%-16.7pp | 24.54%-15.6pp | 73.15%-64.2pp |
| Employer contribution / active EE | $11,905 | $2,861+316.1% | $4,193+183.9% | $2,343+408.2% |
| Participant deferral / active EE | $932 | $4,089-77.2% | $5,332-82.5% | $3,332-72.0% |
| Admin fee / account holder | $16,157 | $5,374+200.6% | $10,720+50.7% | $4,645+247.8% |