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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 | $154,381 | $102,429+50.7% | $147,096+5.0% | $80,925+90.8% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 9.96% | 135.02%-125.1pp | 419.75%-409.8pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,272 | $3,716-65.8% | $4,936-74.2% | $2,756-53.8% |
| Participant deferral / active EE | $2,381 | $6,649-64.2% | $8,071-70.5% | $4,299-44.6% |
| Admin fee / account holder | $55,980 | $7,957+603.5% | $13,005+330.4% | $6,940+706.6% |