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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 | $111,790 | $88,137+26.8% | $164,975-32.2% | $74,429+50.2% |
| Participation rate | 35.9% | 73.1%-37.2pp | 78.6%-42.7pp | 67.2%-31.3pp |
| Annual return | 9.92% | 17.13%-7.2pp | 70.12%-60.2pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $835 | $2,597-67.8% | $4,343-80.8% | $2,625-68.2% |
| Participant deferral / active EE | $2,075 | $4,501-53.9% | $6,033-65.6% | $4,348-52.3% |
| Admin fee / account holder | $1,790 | $2,231-19.8% | $12,688-85.9% | $1,944-7.9% |