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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 | $110,703 | $71,230+55.4% | $93,727+18.1% | $80,959+36.7% |
| Participation rate | 23.1% | 60.4%-37.3pp | 68.7%-45.6pp | 67.7%-44.6pp |
| Annual return | 9.86% | 11.26%-1.4pp | 133.83%-124.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $903 | $4,037-77.6% | $4,417-79.6% | $4,300-79.0% |
| Admin fee / account holder | $14,104 | $6,961+102.6% | $8,292+70.1% | $6,925+103.7% |