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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 | $140,341 | $59,804+134.7% | $81,982+71.2% | $79,856+75.7% |
| Participation rate | 26.8% | 61.6%-34.8pp | 69.3%-42.4pp | 69.6%-42.8pp |
| Annual return | 6.28% | 17.56%-11.3pp | 41.31%-35.0pp | 31.71%-25.4pp |
| Employer contribution / active EE | $584 | $1,713-65.9% | $2,498-76.6% | $2,471-76.4% |
| Participant deferral / active EE | $753 | $2,695-72.1% | $3,722-79.8% | $3,741-79.9% |
| Admin fee / account holder | $31,392 | $4,288+632.1% | $5,665+454.1% | $5,306+491.6% |