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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 | $122,469 | $57,590+112.7% | $86,233+42.0% | $82,448+48.5% |
| Participation rate | 40.0% | 57.9%-17.9pp | 69.0%-29.0pp | 68.1%-28.1pp |
| Annual return | 12.08% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $429 | $1,655-74.1% | $2,504-82.9% | $2,551-83.2% |
| Participant deferral / active EE | $540 | $3,080-82.5% | $4,559-88.2% | $4,139-87.0% |
| Admin fee / account holder | $21,128 | $4,730+346.7% | $8,342+153.3% | $7,234+192.1% |