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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 | $145,700 | $85,515+70.4% | $112,040+30.0% | $67,986+114.3% |
| Participation rate | 24.7% | 68.2%-43.5pp | 76.5%-51.8pp | 57.2%-32.5pp |
| Annual return | 11.66% | 29.68%-18.0pp | 24.52%-12.9pp | 31.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,074 | $4,014-73.2% | $5,098-78.9% | $3,358-68.0% |
| Admin fee / account holder | $9,906 | $3,774+162.5% | $12,098-18.1% | $3,203+209.3% |