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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 | $186,811 | $161,352+15.8% | $134,172+39.2% | $137,256+36.1% |
| Participation rate | 26.3% | 78.3%-52.0pp | 72.5%-46.2pp | 80.0%-53.6pp |
| Annual return | 6.37% | 28.72%-22.3pp | 25.30%-18.9pp | 220.34%-214.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $593 | $5,552-89.3% | $4,690-87.4% | $6,407-90.7% |
| Admin fee / account holder | $53,722 | $15,028+257.5% | $12,016+347.1% | $12,270+337.8% |