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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 | $233,738 | $90,509+158.2% | $78,693+197.0% | $273,968-14.7% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 2.04% | 75.61%-73.6pp | 62.18%-60.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $261 | $3,175-91.8% | $2,850-90.8% | $4,869-94.6% |
| Participant deferral / active EE | $160 | $3,901-95.9% | $3,517-95.5% | $5,287-97.0% |
| Admin fee / account holder | $1,249 | $5,264-76.3% | $4,511-72.3% | $10,132-87.7% |