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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 | $119,093 | $85,766+38.9% | $136,298-12.6% | $70,126+69.8% |
| Participation rate | 20.5% | 74.2%-53.6pp | 81.9%-61.4pp | 69.5%-49.0pp |
| Annual return | 8.75% | 31.46%-22.7pp | 5156.27%-5147.5pp | 73.15%-64.4pp |
| Employer contribution / active EE | $987 | $2,966-66.7% | $4,696-79.0% | $2,343-57.8% |
| Participant deferral / active EE | $2,059 | $5,051-59.2% | $6,247-67.0% | $3,332-38.2% |
| Admin fee / account holder | $3,399 | $5,421-37.3% | $9,244-63.2% | $4,645-26.8% |