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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 | $74,535+70.4% | $100,712+26.1% | $82,637+53.7% |
| Participation rate | 25.9% | 61.2%-35.2pp | 69.3%-43.3pp | 68.1%-42.1pp |
| Annual return | 11.00% | 18.92%-7.9pp | 33.27%-22.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $746 | $3,074-75.7% | $4,085-81.7% | $4,126-81.9% |
| Admin fee / account holder | $9,316 | $6,576+41.7% | $9,256+0.6% | $7,339+26.9% |