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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 | $136,029 | $81,504+66.9% | $102,437+32.8% | $80,959+68.0% |
| Participation rate | 47.7% | 66.9%-19.1pp | 74.5%-26.8pp | 67.7%-19.9pp |
| Annual return | 10.13% | 25.60%-15.5pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,173 | $3,104-62.2% | $3,871-69.7% | $2,757-57.4% |
| Participant deferral / active EE | $1,536 | $3,871-60.3% | $5,060-69.7% | $4,300-64.3% |
| Admin fee / account holder | $7,657 | $6,719+13.9% | $8,388-8.7% | $6,925+10.6% |