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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 | $114,212 | $58,851+94.1% | $115,167-0.8% | $72,976+56.5% |
| Participation rate | 12.7% | 65.5%-52.8pp | 75.9%-63.2pp | 69.5%-56.8pp |
| Annual return | 14.99% | 23.16%-8.2pp | 35.60%-20.6pp | 81.02%-66.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $822 | $2,643-68.9% | $4,169-80.3% | $3,608-77.2% |
| Admin fee / account holder | $8,993 | $6,370+41.2% | $7,089+26.9% | $5,124+75.5% |