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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 | $205,203 | $136,860+49.9% | $120,344+70.5% | $154,746+32.6% |
| Participation rate | 21.4% | 79.9%-58.5pp | 76.7%-55.3pp | 80.7%-59.3pp |
| Annual return | 5.61% | 21.38%-15.8pp | 20.30%-14.7pp | 172.34%-166.7pp |
| Employer contribution / active EE | $1,360 | $3,533-61.5% | $3,020-55.0% | $4,379-68.9% |
| Participant deferral / active EE | $1,360 | $5,793-76.5% | $5,135-73.5% | $6,730-79.8% |
| Admin fee / account holder | $4,220 | $15,393-72.6% | $12,742-66.9% | $14,365-70.6% |