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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 | $133,247 | $89,465+48.9% | $165,100-19.3% | $77,762+71.4% |
| Participation rate | 25.7% | 78.6%-52.9pp | 78.6%-52.9pp | 70.6%-44.9pp |
| Annual return | 9.96% | 28.86%-18.9pp | 70.21%-60.2pp | 31.27%-21.3pp |
| Employer contribution / active EE | $1,020 | $2,565-60.2% | $4,348-76.5% | $2,728-62.6% |
| Participant deferral / active EE | $2,592 | $4,904-47.1% | $6,035-57.0% | $4,651-44.3% |
| Admin fee / account holder | $9,880 | $340+2807.5% | $12,696-22.2% | $433+2182.2% |