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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 | $136,860+21.1% | $120,344+37.7% | $154,746+7.1% |
| Participation rate | 21.4% | 79.9%-58.5pp | 76.7%-55.3pp | 80.7%-59.3pp |
| Annual return | 6.95% | 21.38%-14.4pp | 20.30%-13.4pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $878 | $5,793-84.9% | $5,135-82.9% | $6,730-87.0% |
| Admin fee / account holder | $1,013 | $15,393-93.4% | $12,742-92.0% | $14,365-92.9% |