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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 | $119,342 | $79,209+50.7% | $102,434+16.5% | $74,459+60.3% |
| Participation rate | 55.1% | 74.8%-19.6pp | 76.5%-21.4pp | 67.2%-12.1pp |
| Annual return | 9.07% | 54.98%-45.9pp | 29.46%-20.4pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,735 | $4,417-60.7% | $5,055-65.7% | $4,350-60.1% |
| Admin fee / account holder | $4,434 | $2,002+121.5% | $9,462-53.1% | $1,945+128.0% |