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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 | $92,788 | $80,983+14.6% | $96,544-3.9% | $75,177+23.4% |
| Participation rate | 46.4% | 71.8%-25.4pp | 76.0%-29.6pp | 67.2%-20.8pp |
| Annual return | 10.67% | 27.05%-16.4pp | 25.88%-15.2pp | 160.75%-150.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,300 | $3,929-66.9% | $4,851-73.2% | $4,126-68.5% |
| Admin fee / account holder | $16,971 | $6,717+152.7% | $8,254+105.6% | $5,651+200.3% |