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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 | $101,591+23.2% | $147,096-14.9% | $74,429+68.2% |
| Participation rate | 27.7% | 75.5%-47.8pp | 82.2%-54.5pp | 67.2%-39.5pp |
| Annual return | 11.49% | 8746.45%-8735.0pp | 419.75%-408.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,002 | $3,813-73.7% | $4,936-79.7% | $2,625-61.8% |
| Participant deferral / active EE | $1,841 | $7,302-74.8% | $8,071-77.2% | $4,348-57.7% |
| Admin fee / account holder | $2,021 | $1,750+15.5% | $13,005-84.5% | $1,944+3.9% |