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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 | $243,340 | $78,520+209.9% | $96,576+152.0% | $82,448+195.1% |
| Participation rate | 24.2% | 77.7%-53.5pp | 81.4%-57.2pp | 68.1%-43.8pp |
| Annual return | 13.01% | 41.30%-28.3pp | 38.47%-25.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $672 | $2,630-74.4% | $3,553-81.1% | $2,551-73.7% |
| Participant deferral / active EE | $1,258 | $6,754-81.4% | $7,956-84.2% | $4,139-69.6% |
| Admin fee / account holder | $48,560 | $13,455+260.9% | $11,381+326.7% | $7,234+571.2% |