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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 | $117,418 | $67,602+73.7% | $82,312+42.7% | $70,126+67.4% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.9%-56.9pp | 69.5%-49.5pp |
| Annual return | 5.91% | 21.57%-15.7pp | 25.88%-20.0pp | 73.15%-67.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $958 | $2,987-67.9% | $3,706-74.1% | $3,332-71.2% |
| Admin fee / account holder | $3,721 | $4,512-17.5% | $5,608-33.6% | $4,645-19.9% |