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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 | $247,861 | $79,557+211.6% | $118,746+108.7% | $70,126+253.5% |
| Participation rate | 34.4% | 71.4%-37.0pp | 78.3%-43.9pp | 69.5%-35.2pp |
| Annual return | 7.67% | 25.64%-18.0pp | 24.54%-16.9pp | 73.15%-65.5pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,013 | $4,089-75.2% | $5,332-81.0% | $3,332-69.6% |
| Admin fee / account holder | $28,456 | $5,374+429.5% | $10,720+165.4% | $4,645+512.5% |