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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 | $154,092 | $81,487+89.1% | $102,412+50.5% | $80,935+90.4% |
| Participation rate | 23.5% | 66.8%-43.3pp | 74.5%-51.0pp | 67.7%-44.1pp |
| Annual return | 8.40% | 25.60%-17.2pp | 24.94%-16.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,286 | $3,103-58.5% | $3,870-66.8% | $2,757-53.3% |
| Participant deferral / active EE | $1,492 | $3,871-61.4% | $5,060-70.5% | $4,299-65.3% |
| Admin fee / account holder | $11,709 | $6,717+74.3% | $8,388+39.6% | $6,924+69.1% |