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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 | $140,722 | $80,992+73.7% | $96,534+45.8% | $75,173+87.2% |
| Participation rate | 22.2% | 71.8%-49.6pp | 76.0%-53.8pp | 67.2%-45.0pp |
| Annual return | 5.39% | 27.05%-21.7pp | 25.88%-20.5pp | 160.72%-155.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,526 | $3,929-61.2% | $4,851-68.5% | $4,126-63.0% |
| Admin fee / account holder | $2,394 | $6,717-64.4% | $8,253-71.0% | $5,651-57.6% |