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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 | $178,378 | $108,825+63.9% | $156,181+14.2% | $82,448+116.4% |
| Participation rate | 30.0% | 72.4%-42.4pp | 78.8%-48.8pp | 68.1%-38.1pp |
| Annual return | 12.31% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,913 | $4,577-58.2% | $6,132-68.8% | $4,139-53.8% |
| Admin fee / account holder | $5,996 | $9,341-35.8% | $14,586-58.9% | $7,234-17.1% |