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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 | $181,549 | $106,524+70.4% | $152,301+19.2% | $87,485+107.5% |
| Participation rate | 20.5% | 75.8%-55.3pp | 82.4%-62.0pp | 68.9%-48.5pp |
| Annual return | 9.98% | 26.89%-16.9pp | 80.50%-70.5pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,085 | $3,371-67.8% | $4,624-76.5% | $2,596-58.2% |
| Participant deferral / active EE | $651 | $6,525-90.0% | $8,004-91.9% | $4,274-84.8% |
| Admin fee / account holder | $1,424 | $8,287-82.8% | $14,398-90.1% | $7,775-81.7% |