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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 | $123,925 | $100,194+23.7% | $122,979+0.8% | $86,983+42.5% |
| Participation rate | 50.0% | 73.0%-23.0pp | 77.2%-27.2pp | 69.5%-19.5pp |
| Annual return | 10.10% | 16.47%-6.4pp | 20.12%-10.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,686 | $4,133-59.2% | $5,003-66.3% | $4,194-59.8% |
| Admin fee / account holder | $62,963 | $10,148+520.5% | $12,864+389.4% | $7,856+701.5% |