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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 | $134,919 | $61,125+120.7% | $94,057+43.4% | $87,485+54.2% |
| Participation rate | 14.8% | 64.1%-49.3pp | 73.3%-58.5pp | 68.9%-54.1pp |
| Annual return | 5.70% | 35.20%-29.5pp | 480.62%-474.9pp | 26.06%-20.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $291 | $3,260-91.1% | $4,709-93.8% | $4,274-93.2% |
| Admin fee / account holder | $670 | $5,629-88.1% | $7,244-90.7% | $7,775-91.4% |