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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 | $116,183 | $78,425+48.1% | $95,956+21.1% | $79,858+45.5% |
| Participation rate | 46.4% | 73.5%-27.1pp | 77.1%-30.6pp | 69.6%-23.2pp |
| Annual return | 8.13% | 19.37%-11.2pp | 91.63%-83.5pp | 31.72%-23.6pp |
| Employer contribution / active EE | $1,040 | $1,945-46.5% | $2,541-59.1% | $2,471-57.9% |
| Participant deferral / active EE | $1,503 | $3,440-56.3% | $4,167-63.9% | $3,740-59.8% |
| Admin fee / account holder | $4,932 | $5,622-12.3% | $6,797-27.4% | $5,306-7.1% |