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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 | $115,442 | $108,825+6.1% | $156,181-26.1% | $82,448+40.0% |
| Participation rate | 15.4% | 72.4%-57.0pp | 78.8%-63.4pp | 68.1%-52.7pp |
| Annual return | 12.22% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,226 | $4,577-73.2% | $6,132-80.0% | $4,139-70.4% |
| Admin fee / account holder | $4,258 | $9,341-54.4% | $14,586-70.8% | $7,234-41.1% |