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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 | $156,024 | $104,098+49.9% | $140,514+11.0% | $94,015+66.0% |
| Participation rate | 51.4% | 73.7%-22.4pp | 77.8%-26.4pp | 70.8%-19.5pp |
| Annual return | 8.51% | 15.14%-6.6pp | 14.36%-5.8pp | 17.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,708 | $4,033-57.6% | $4,919-65.3% | $4,249-59.8% |
| Admin fee / account holder | $14,634 | $10,439+40.2% | $13,697+6.8% | $8,951+63.5% |