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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 | $162,385 | $97,550+66.5% | $120,344+34.9% | $87,485+85.6% |
| Participation rate | 35.7% | 72.8%-37.1pp | 76.7%-41.0pp | 68.9%-33.2pp |
| Annual return | 10.43% | 18.41%-8.0pp | 20.30%-9.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,060 | $2,291-53.7% | $3,020-64.9% | $2,596-59.2% |
| Participant deferral / active EE | $1,230 | $4,230-70.9% | $5,135-76.0% | $4,274-71.2% |
| Admin fee / account holder | $89,390 | $9,543+836.8% | $12,742+601.6% | $7,775+1049.7% |