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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 | $191,077 | $117,895+62.1% | $102,460+86.5% | $145,897+31.0% |
| Participation rate | 17.6% | 78.6%-61.0pp | 76.5%-58.9pp | 80.3%-62.7pp |
| Annual return | 4.25% | 31.92%-27.7pp | 29.47%-25.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,203 | $3,619-66.8% | $3,025-60.2% | $4,663-74.2% |
| Participant deferral / active EE | $1,203 | $5,736-79.0% | $5,056-76.2% | $6,689-82.0% |
| Admin fee / account holder | $3,590 | $13,353-73.1% | $9,460-62.1% | $13,390-73.2% |