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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 | $136,126 | $79,955+70.3% | $98,461+38.3% | $75,173+81.1% |
| Participation rate | 36.0% | 70.4%-34.4pp | 75.2%-39.2pp | 67.2%-31.2pp |
| Annual return | 12.50% | 19.75%-7.2pp | 21.17%-8.7pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,036 | $3,752-72.4% | $4,738-78.1% | $4,126-74.9% |
| Admin fee / account holder | $6,769 | $6,841-1.1% | $8,961-24.5% | $5,651+19.8% |