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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 | $129,221 | $77,908+65.9% | $149,696-13.7% | $75,173+71.9% |
| Participation rate | 28.7% | 65.6%-36.8pp | 78.8%-50.0pp | 67.2%-38.5pp |
| Annual return | 9.59% | 31.73%-22.1pp | 134.46%-124.9pp | 160.72%-151.1pp |
| Employer contribution / active EE | $2,926 | $3,138-6.7% | $4,821-39.3% | $2,671+9.5% |
| Participant deferral / active EE | $96 | $3,411-97.2% | $5,682-98.3% | $4,126-97.7% |
| Admin fee / account holder | $18,911 | $5,950+217.9% | $13,212+43.1% | $5,651+234.7% |