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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 | $175,679 | $136,860+28.4% | $120,344+46.0% | $154,746+13.5% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 7.32% | 21.38%-14.1pp | 20.30%-13.0pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,494 | $5,793-74.2% | $5,135-70.9% | $6,730-77.8% |
| Admin fee / account holder | $206,782 | $15,393+1243.4% | $12,742+1522.9% | $14,365+1339.5% |