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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 | $247,709 | $96,137+157.7% | $135,987+82.2% | $80,911+206.2% |
| Participation rate | 30.9% | 71.2%-40.4pp | 76.4%-45.6pp | 67.6%-36.8pp |
| Annual return | 10.67% | 28.70%-18.0pp | 579.77%-569.1pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,000 | $3,350-70.2% | $4,214-76.3% | $2,756-63.7% |
| Participant deferral / active EE | $1,789 | $5,706-68.6% | $7,027-74.5% | $4,297-58.4% |
| Admin fee / account holder | $26,810 | $8,236+225.5% | $6,716+299.2% | $6,935+286.6% |