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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 | $97,917 | $62,166+57.5% | $81,286+20.5% | $74,429+31.6% |
| Participation rate | 23.4% | 64.1%-40.7pp | 69.5%-46.1pp | 67.2%-43.8pp |
| Annual return | 9.02% | 16.50%-7.5pp | 24.80%-15.8pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $659 | $1,881-64.9% | $2,463-73.2% | $2,625-74.9% |
| Participant deferral / active EE | $1,042 | $3,223-67.7% | $3,883-73.2% | $4,348-76.0% |
| Admin fee / account holder | $4,786 | $1,925+148.7% | $5,764-17.0% | $1,944+146.2% |