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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 | $160,169 | $86,298+85.6% | $111,308+43.9% | $85,847+86.6% |
| Participation rate | 21.1% | 73.3%-52.3pp | 77.3%-56.3pp | 69.3%-48.3pp |
| Annual return | 6.24% | 19.99%-13.7pp | 54.67%-48.4pp | 318.61%-312.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,040 | $3,641-71.4% | $4,487-76.8% | $3,952-73.7% |
| Admin fee / account holder | $1,178 | $8,189-85.6% | $7,965-85.2% | $6,261-81.2% |