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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 | $141,571 | $85,766+65.1% | $136,298+3.9% | $70,126+101.9% |
| Participation rate | 35.1% | 74.2%-39.0pp | 81.9%-46.8pp | 69.5%-34.4pp |
| Annual return | 10.71% | 31.46%-20.7pp | 5156.27%-5145.6pp | 73.15%-62.4pp |
| Employer contribution / active EE | $1,810 | $2,966-39.0% | $4,696-61.5% | $2,343-22.7% |
| Participant deferral / active EE | $1,640 | $5,051-67.5% | $6,247-73.7% | $3,332-50.8% |
| Admin fee / account holder | $764 | $5,421-85.9% | $9,244-91.7% | $4,645-83.6% |