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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 | $219,228 | $67,602+224.3% | $82,312+166.3% | $70,126+212.6% |
| Participation rate | 5.9% | 72.8%-66.9pp | 76.9%-71.0pp | 69.5%-63.7pp |
| Annual return | 9.74% | 21.57%-11.8pp | 25.88%-16.1pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $761 | $2,987-74.5% | $3,706-79.5% | $3,332-77.1% |
| Admin fee / account holder | $3,275 | $4,512-27.4% | $5,608-41.6% | $4,645-29.5% |