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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 | $174,399 | $81,276+114.6% | $155,574+12.1% | $80,925+115.5% |
| Participation rate | 14.7% | 66.2%-51.5pp | 78.2%-63.5pp | 67.7%-53.0pp |
| Annual return | 5.49% | 33.36%-27.9pp | 64.87%-59.4pp | 35.65%-30.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $224 | $3,453-93.5% | $5,629-96.0% | $4,299-94.8% |
| Admin fee / account holder | $710 | $7,993-91.1% | $15,914-95.5% | $6,940-89.8% |