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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 | $220,585 | $106,524+107.1% | $152,301+44.8% | $87,485+152.1% |
| Participation rate | 24.2% | 75.8%-51.6pp | 82.4%-58.3pp | 68.9%-44.7pp |
| Annual return | 12.73% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,824 | $6,525-72.0% | $8,004-77.2% | $4,274-57.3% |
| Admin fee / account holder | $52,857 | $8,287+537.9% | $14,398+267.1% | $7,775+579.9% |