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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 | $57,061+218.5% | $85,063+113.7% | $80,911+124.6% |
| Participation rate | 30.8% | 56.3%-25.6pp | 67.5%-36.7pp | 67.6%-36.9pp |
| Annual return | 7.29% | 21.66%-14.4pp | 66.54%-59.2pp | 35.63%-28.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $533 | $3,110-82.9% | $4,523-88.2% | $4,297-87.6% |
| Admin fee / account holder | $14,244 | $4,986+185.7% | $6,155+131.4% | $6,935+105.4% |