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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 | $79,998 | $60,349+32.6% | $74,184+7.8% | $62,881+27.2% |
| Participation rate | 51.2% | 72.7%-21.5pp | 76.6%-25.4pp | 69.3%-18.1pp |
| Annual return | 4.38% | 21.38%-17.0pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $5,137 | $1,680+205.7% | $2,370+116.7% | $2,281+125.2% |
| Participant deferral / active EE | $382 | $2,856-86.6% | $3,550-89.3% | $3,203-88.1% |
| Admin fee / account holder | $13,133 | $4,261+208.2% | $5,586+135.1% | $4,296+205.7% |