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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 | $189,021 | $73,955+155.6% | $96,520+95.8% | $75,181+151.4% |
| Participation rate | 9.8% | 66.4%-56.6pp | 74.3%-64.5pp | 67.2%-57.4pp |
| Annual return | 5.47% | 26.72%-21.2pp | 35.72%-30.2pp | 160.69%-155.2pp |
| Employer contribution / active EE | $9,853 | $2,930+236.3% | $3,739+163.5% | $2,671+268.9% |
| Participant deferral / active EE | $1,041 | $3,659-71.6% | $4,879-78.7% | $4,126-74.8% |
| Admin fee / account holder | $5,684 | $5,217+8.9% | $6,733-15.6% | $5,650+0.6% |