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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 | $163,316 | $78,520+108.0% | $96,576+69.1% | $82,448+98.1% |
| Participation rate | 65.7% | 77.7%-12.0pp | 81.4%-15.7pp | 68.1%-2.4pp |
| Annual return | 13.48% | 41.30%-27.8pp | 38.47%-25.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,294 | $6,754-66.0% | $7,956-71.2% | $4,139-44.6% |
| Admin fee / account holder | $94,083 | $13,455+599.3% | $11,381+726.7% | $7,234+1200.5% |