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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 | $187,968 | $106,864+75.9% | $147,318+27.6% | $82,637+127.5% |
| Participation rate | 30.0% | 75.5%-45.5pp | 82.1%-52.1pp | 68.1%-38.1pp |
| Annual return | 12.46% | 27.49%-15.0pp | 70.43%-58.0pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,214 | $6,496-81.3% | $7,906-84.6% | $4,126-70.6% |
| Admin fee / account holder | $3,370 | $8,415-60.0% | $13,708-75.4% | $7,339-54.1% |