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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 | $123,489 | $72,114+71.2% | $108,745+13.6% | $62,881+96.4% |
| Participation rate | 30.2% | 74.6%-44.5pp | 77.7%-47.5pp | 69.3%-39.1pp |
| Annual return | 2.38% | 13.41%-11.0pp | 46.22%-43.8pp | 20.14%-17.8pp |
| Employer contribution / active EE | $4,113 | $2,694+52.7% | $3,323+23.8% | $2,281+80.3% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $19,849 | $4,608+330.8% | $6,144+223.1% | $4,296+362.1% |