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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 | $157,506 | $70,684+122.8% | $169,397-7.0% | $75,177+109.5% |
| Participation rate | 18.9% | 64.8%-45.9pp | 77.2%-58.3pp | 67.2%-48.3pp |
| Annual return | 13.95% | 36.38%-22.4pp | 406.23%-392.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,351 | $2,211-38.9% | $4,013-66.3% | $2,671-49.4% |
| Participant deferral / active EE | $1,351 | $4,310-68.6% | $6,223-78.3% | $4,126-67.3% |
| Admin fee / account holder | $1,305 | $5,404-75.8% | $9,017-85.5% | $5,651-76.9% |