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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 | $135,817 | $85,766+58.4% | $136,298-0.4% | $70,126+93.7% |
| Participation rate | 39.5% | 74.2%-34.7pp | 81.9%-42.4pp | 69.5%-30.1pp |
| Annual return | 9.70% | 31.46%-21.8pp | 5156.27%-5146.6pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,531 | $5,051-69.7% | $6,247-75.5% | $3,332-54.0% |
| Admin fee / account holder | $30,086 | $5,421+455.0% | $9,244+225.5% | $4,645+547.6% |