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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 | $164,366 | $118,496+38.7% | $98,461+66.9% | $139,466+17.9% |
| Participation rate | 45.5% | 77.5%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 5.95% | 18.96%-13.0pp | 21.17%-15.2pp | 373.66%-367.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $622 | $5,393-88.5% | $4,738-86.9% | $6,712-90.7% |
| Admin fee / account holder | $17,944 | $14,056+27.7% | $8,961+100.3% | $11,409+57.3% |