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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 | $164,592 | $81,504+101.9% | $102,437+60.7% | $80,959+103.3% |
| Participation rate | 49.2% | 66.9%-17.6pp | 74.5%-25.3pp | 67.7%-18.5pp |
| Annual return | 0.04% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,021 | $3,871-73.6% | $5,060-79.8% | $4,300-76.3% |
| Admin fee / account holder | $698 | $6,719-89.6% | $8,388-91.7% | $6,925-89.9% |