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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 | $98,728 | $86,940+13.6% | $102,434-3.6% | $80,935+22.0% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 8.82% | 18.89%-10.1pp | 29.46%-20.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,267 | $4,121-69.3% | $5,055-74.9% | $4,299-70.5% |
| Admin fee / account holder | $26,059 | $8,047+223.8% | $9,462+175.4% | $6,924+276.3% |