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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 | $162,967+14.6% | $135,792+37.6% | $138,895+34.5% |
| Participation rate | 26.3% | 78.3%-52.0pp | 72.6%-46.3pp | 79.9%-53.6pp |
| Annual return | 6.37% | 30.08%-23.7pp | 25.96%-19.6pp | 145.39%-139.0pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $593 | $5,640-89.5% | $4,759-87.5% | $6,396-90.7% |
| Admin fee / account holder | $53,722 | $15,306+251.0% | $12,266+338.0% | $12,562+327.6% |