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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 | $78,197+108.9% | $98,090+66.5% | $82,637+97.6% |
| Participation rate | 65.7% | 77.5%-11.8pp | 81.5%-15.8pp | 68.1%-2.3pp |
| Annual return | 13.48% | 40.25%-26.8pp | 37.05%-23.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,294 | $6,636-65.4% | $7,845-70.8% | $4,126-44.4% |
| Admin fee / account holder | $94,083 | $14,832+534.3% | $11,815+696.3% | $7,339+1182.0% |