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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 | $96,236+157.4% | $136,072+82.0% | $80,935+206.1% |
| Participation rate | 30.9% | 71.2%-40.3pp | 76.4%-45.6pp | 67.7%-36.8pp |
| Annual return | 10.67% | 28.74%-18.1pp | 580.46%-569.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,000 | $3,350-70.2% | $4,216-76.3% | $2,757-63.7% |
| Participant deferral / active EE | $1,789 | $5,709-68.7% | $7,028-74.5% | $4,299-58.4% |
| Admin fee / account holder | $26,810 | $8,250+225.0% | $6,718+299.1% | $6,924+287.2% |