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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 | $125,173 | $101,653+23.1% | $147,080-14.9% | $74,459+68.1% |
| Participation rate | 27.7% | 75.6%-47.8pp | 82.2%-54.5pp | 67.2%-39.5pp |
| Annual return | 11.49% | 8754.98%-8743.5pp | 420.17%-408.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,002 | $3,813-73.7% | $4,933-79.7% | $2,626-61.8% |
| Participant deferral / active EE | $1,841 | $7,304-74.8% | $8,066-77.2% | $4,350-57.7% |
| Admin fee / account holder | $2,021 | $1,752+15.4% | $12,989-84.4% | $1,945+3.9% |