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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 | $123,646 | $98,776+25.2% | $149,745-17.4% | $79,856+54.8% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 9.13% | 27.38%-18.2pp | 276.72%-267.6pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,365 | $3,217-57.6% | $4,646-70.6% | $2,471-44.8% |
| Participant deferral / active EE | $2,216 | $5,681-61.0% | $6,843-67.6% | $3,741-40.8% |
| Admin fee / account holder | $1,350 | $6,053-77.7% | $9,312-85.5% | $5,306-74.6% |