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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 | $88,186+21.3% | $165,071-35.2% | $74,459+43.6% |
| Participation rate | 45.2% | 73.1%-27.9pp | 78.6%-33.4pp | 67.2%-22.0pp |
| Annual return | 9.31% | 17.13%-7.8pp | 70.17%-60.9pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $942 | $2,600-63.8% | $4,347-78.3% | $2,626-64.1% |
| Participant deferral / active EE | $1,746 | $4,505-61.2% | $6,035-71.1% | $4,350-59.9% |
| Admin fee / account holder | $3,284 | $2,234+47.0% | $12,695-74.1% | $1,945+68.8% |