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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 | $96,580 | $67,602+42.9% | $82,312+17.3% | $70,126+37.7% |
| Participation rate | 24.0% | 72.8%-48.8pp | 76.9%-52.9pp | 69.5%-45.5pp |
| Annual return | 12.13% | 21.57%-9.4pp | 25.88%-13.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,290 | $2,987-56.8% | $3,706-65.2% | $3,332-61.3% |
| Admin fee / account holder | $2,601 | $4,512-42.4% | $5,608-53.6% | $4,645-44.0% |