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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 | $149,078 | $110,212+35.3% | $96,534+54.4% | $139,466+6.9% |
| Participation rate | 21.4% | 78.1%-56.7pp | 76.0%-54.6pp | 80.3%-58.9pp |
| Annual return | 5.09% | 26.42%-21.3pp | 25.88%-20.8pp | 373.66%-368.6pp |
| Employer contribution / active EE | $1,257 | $3,620-65.3% | $2,965-57.6% | $4,754-73.6% |
| Participant deferral / active EE | $1,257 | $5,547-77.3% | $4,851-74.1% | $6,712-81.3% |
| Admin fee / account holder | $426 | $11,599-96.3% | $8,253-94.8% | $11,409-96.3% |