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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 | $93,325 | $58,726+58.9% | $142,898-34.7% | $85,847+8.7% |
| Participation rate | 37.1% | 58.5%-21.4pp | 72.0%-34.9pp | 69.3%-32.2pp |
| Annual return | 7.55% | 27.73%-20.2pp | 5639.64%-5632.1pp | 318.61%-311.1pp |
| Employer contribution / active EE | $488 | $1,424-65.8% | $4,146-88.2% | $2,565-81.0% |
| Participant deferral / active EE | $746 | $2,609-71.4% | $3,838-80.6% | $3,952-81.1% |
| Admin fee / account holder | $11,064 | $4,234+161.3% | $6,560+68.7% | $6,261+76.7% |