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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 | $127,018 | $73,787+72.1% | $98,716+28.7% | $82,448+54.1% |
| Participation rate | 25.9% | 61.4%-35.5pp | 69.3%-43.4pp | 68.1%-42.1pp |
| Annual return | 11.00% | 18.57%-7.6pp | 31.81%-20.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $746 | $3,081-75.8% | $4,048-81.6% | $4,139-82.0% |
| Admin fee / account holder | $9,316 | $6,500+43.3% | $8,703+7.0% | $7,234+28.8% |