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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 | $127,243 | $57,575+121.0% | $124,067+2.6% | $86,983+46.3% |
| Participation rate | 15.2% | 62.3%-47.0pp | 66.9%-51.7pp | 69.5%-54.3pp |
| Annual return | 7.36% | 19.65%-12.3pp | 31.06%-23.7pp | 25.83%-18.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,166-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $819 | $2,623-68.8% | $3,463-76.3% | $4,194-80.5% |
| Admin fee / account holder | $35,060 | $8,506+312.2% | $7,351+376.9% | $7,856+346.3% |