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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 | $112,064 | $64,909+72.6% | $82,313+36.1% | $62,293+79.9% |
| Participation rate | 37.3% | 74.9%-37.6pp | 76.9%-39.6pp | 69.5%-32.2pp |
| Annual return | 10.73% | 21.18%-10.5pp | 25.88%-15.1pp | 28.90%-18.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $936 | $3,103-69.9% | $3,706-74.8% | $3,169-70.5% |
| Admin fee / account holder | $1,233 | $440+180.5% | $5,608-78.0% | $479+157.2% |