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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 | $200,917 | $155,555+29.2% | $146,866+36.8% | $155,188+29.5% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 9.46% | 115.41%-106.0pp | 102.85%-93.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,690 | $8,044-79.0% | $7,759-78.2% | $6,531-74.1% |
| Admin fee / account holder | $38,751 | $14,755+162.6% | $13,620+184.5% | $14,480+167.6% |