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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 | $147,763 | $101,950+44.9% | $125,529+17.7% | $86,983+69.9% |
| Participation rate | 25.9% | 70.2%-44.3pp | 74.7%-48.9pp | 69.5%-43.7pp |
| Annual return | 5.83% | 18.29%-12.5pp | 202.56%-196.7pp | 25.83%-20.0pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,268 | $3,862-67.2% | $4,813-73.7% | $4,194-69.8% |
| Admin fee / account holder | $56,045 | $12,791+338.2% | $16,298+243.9% | $7,856+613.4% |