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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 | $116,814 | $108,825+7.3% | $156,181-25.2% | $82,448+41.7% |
| Participation rate | 9.7% | 72.4%-62.7pp | 78.8%-69.2pp | 68.1%-58.4pp |
| Annual return | 9.50% | 20.59%-11.1pp | 64.87%-55.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $420 | $4,577-90.8% | $6,132-93.2% | $4,139-89.9% |
| Admin fee / account holder | $12,649 | $9,341+35.4% | $14,586-13.3% | $7,234+74.8% |