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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 | $202,637 | $98,760+105.2% | $149,715+35.3% | $79,858+153.7% |
| Participation rate | 29.2% | 75.8%-46.6pp | 82.5%-53.3pp | 69.6%-40.5pp |
| Annual return | 10.85% | 27.43%-16.6pp | 276.66%-265.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,247 | $5,681-78.0% | $6,842-81.8% | $3,740-66.7% |
| Admin fee / account holder | $16,463 | $6,053+172.0% | $9,310+76.8% | $5,306+210.3% |