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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 | $181,745 | $57,057+218.5% | $85,009+113.8% | $80,874+124.7% |
| Participation rate | 30.8% | 56.4%-25.6pp | 67.5%-36.7pp | 67.6%-36.9pp |
| Annual return | 7.29% | 21.66%-14.4pp | 66.47%-59.2pp | 35.62%-28.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $533 | $3,112-82.9% | $4,522-88.2% | $4,297-87.6% |
| Admin fee / account holder | $14,244 | $4,986+185.7% | $6,153+131.5% | $6,935+105.4% |