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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 | $165,755 | $124,425+33.2% | $112,040+47.9% | $137,256+20.8% |
| Participation rate | 21.4% | 79.3%-57.9pp | 76.5%-55.1pp | 80.0%-58.5pp |
| Annual return | 6.95% | 24.72%-17.8pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $878 | $5,718-84.7% | $5,098-82.8% | $6,407-86.3% |
| Admin fee / account holder | $1,013 | $15,207-93.3% | $12,098-91.6% | $12,270-91.7% |