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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 | $144,176 | $73,787+95.4% | $98,716+46.1% | $82,448+74.9% |
| Participation rate | 18.8% | 61.4%-42.7pp | 69.3%-50.5pp | 68.1%-49.3pp |
| Annual return | 11.96% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $564 | $3,081-81.7% | $4,048-86.1% | $4,139-86.4% |
| Admin fee / account holder | $9,248 | $6,500+42.3% | $8,703+6.3% | $7,234+27.8% |