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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 | $134,227 | $55,713+140.9% | $75,901+76.8% | $72,975+83.9% |
| Participation rate | 26.7% | 61.1%-34.5pp | 69.3%-42.6pp | 69.5%-42.8pp |
| Annual return | 14.79% | 27.60%-12.8pp | 30.76%-16.0pp | 81.01%-66.2pp |
| Employer contribution / active EE | $627 | $1,687-62.8% | $2,501-74.9% | $2,440-74.3% |
| Participant deferral / active EE | $935 | $2,634-64.5% | $3,603-74.0% | $3,608-74.1% |
| Admin fee / account holder | $2,136 | $3,980-46.3% | $5,420-60.6% | $5,124-58.3% |