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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 | $122,062 | $76,834+58.9% | $108,359+12.6% | $87,485+39.5% |
| Participation rate | 22.2% | 61.7%-39.5pp | 70.1%-47.9pp | 68.9%-46.7pp |
| Annual return | 8.54% | 19.09%-10.5pp | 36.89%-28.4pp | 26.06%-17.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $479 | $3,100-84.6% | $4,137-88.4% | $4,274-88.8% |
| Admin fee / account holder | $4,171 | $6,537-36.2% | $9,741-57.2% | $7,775-46.4% |