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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 | $172,265 | $87,106+97.8% | $105,607+63.1% | $80,935+112.8% |
| Participation rate | 27.6% | 70.4%-42.9pp | 75.3%-47.7pp | 67.7%-40.1pp |
| Annual return | 10.11% | 17.01%-6.9pp | 116.11%-106.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,263 | $3,986-68.3% | $5,011-74.8% | $4,299-70.6% |
| Admin fee / account holder | $8,994 | $8,447+6.5% | $10,958-17.9% | $6,924+29.9% |