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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 | $105,716 | $85,766+23.3% | $136,298-22.4% | $70,126+50.8% |
| Participation rate | 46.2% | 74.2%-28.0pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 12.48% | 31.46%-19.0pp | 5156.27%-5143.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $3,939 | $2,966+32.8% | $4,696-16.1% | $2,343+68.1% |
| Participant deferral / active EE | $1,413 | $5,051-72.0% | $6,247-77.4% | $3,332-57.6% |
| Admin fee / account holder | $5,375 | $5,421-0.8% | $9,244-41.9% | $4,645+15.7% |