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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 | $134,965 | $96,731+39.5% | $123,973+8.9% | $86,983+55.2% |
| Participation rate | 23.3% | 70.0%-46.7pp | 76.7%-53.3pp | 69.5%-46.2pp |
| Annual return | 2.67% | 17.33%-14.7pp | 388.13%-385.5pp | 25.83%-23.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,367 | $4,152-67.1% | $5,247-74.0% | $4,194-67.4% |
| Admin fee / account holder | $30,479 | $8,722+249.4% | $11,799+158.3% | $7,856+288.0% |