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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 | $106,939 | $88,087+21.4% | $164,866-35.1% | $74,546+43.5% |
| Participation rate | 45.2% | 73.1%-27.9pp | 78.6%-33.4pp | 67.2%-22.0pp |
| Annual return | 9.31% | 17.27%-8.0pp | 69.97%-60.7pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $942 | $2,595-63.7% | $4,343-78.3% | $2,624-64.1% |
| Participant deferral / active EE | $1,746 | $4,499-61.2% | $6,033-71.1% | $4,347-59.8% |
| Admin fee / account holder | $3,284 | $2,232+47.1% | $12,689-74.1% | $1,944+68.9% |