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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 | $105,507 | $72,269+46.0% | $101,271+4.2% | $79,852+32.1% |
| Participation rate | 16.1% | 68.5%-52.3pp | 75.8%-59.7pp | 69.6%-53.5pp |
| Annual return | 7.49% | 22.29%-14.8pp | 46.48%-39.0pp | 31.72%-24.2pp |
| Employer contribution / active EE | $908 | $2,692-66.3% | $3,660-75.2% | $2,471-63.3% |
| Participant deferral / active EE | $1,230 | $3,282-62.5% | $4,371-71.9% | $3,740-67.1% |
| Admin fee / account holder | $64,504 | $4,401+1365.6% | $5,948+984.5% | $5,306+1115.6% |