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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 | $74,535+63.8% | $100,712+21.2% | $82,637+47.7% |
| Participation rate | 22.2% | 61.2%-39.0pp | 69.3%-47.1pp | 68.1%-45.8pp |
| Annual return | 8.54% | 18.92%-10.4pp | 33.27%-24.7pp | 53.51%-45.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $479 | $3,074-84.4% | $4,085-88.3% | $4,126-88.4% |
| Admin fee / account holder | $4,171 | $6,576-36.6% | $9,256-54.9% | $7,339-43.2% |