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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 | $111,115 | $114,712-3.1% | $173,730-36.0% | $87,485+27.0% |
| Participation rate | 35.7% | 73.0%-37.3pp | 79.6%-43.9pp | 68.9%-33.2pp |
| Annual return | 11.83% | 20.18%-8.4pp | 19.96%-8.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,068 | $4,642-55.5% | $6,326-67.3% | $4,274-51.6% |
| Admin fee / account holder | $36,851 | $10,210+260.9% | $17,523+110.3% | $7,775+374.0% |