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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 | $91,344 | $81,457+12.1% | $103,378-11.6% | $80,911+12.9% |
| Participation rate | 10.4% | 66.8%-56.4pp | 74.5%-64.1pp | 67.6%-57.2pp |
| Annual return | 8.57% | 25.58%-17.0pp | 24.91%-16.3pp | 35.63%-27.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $970 | $3,871-74.9% | $5,058-80.8% | $4,297-77.4% |
| Admin fee / account holder | $53,350 | $6,717+694.3% | $8,401+535.0% | $6,935+669.3% |