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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 | $155,120 | $57,590+169.4% | $86,233+79.9% | $82,448+88.1% |
| Participation rate | 11.4% | 57.9%-46.5pp | 69.0%-57.7pp | 68.1%-56.7pp |
| Annual return | 11.91% | 22.41%-10.5pp | 61.39%-49.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $296 | $1,655-82.1% | $2,504-88.2% | $2,551-88.4% |
| Participant deferral / active EE | $516 | $3,080-83.2% | $4,559-88.7% | $4,139-87.5% |
| Admin fee / account holder | $36,967 | $4,730+681.5% | $8,342+343.1% | $7,234+411.0% |