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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 | $110,137+62.0% | $161,149+10.7% | $82,637+115.9% |
| Participation rate | 30.0% | 72.4%-42.4pp | 78.8%-48.8pp | 68.1%-38.1pp |
| Annual return | 12.31% | 20.69%-8.4pp | 21.16%-8.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,913 | $4,575-58.2% | $6,153-68.9% | $4,126-53.6% |
| Admin fee / account holder | $5,996 | $9,467-36.7% | $15,194-60.5% | $7,339-18.3% |