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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 | $129,890 | $112,729+15.2% | $98,716+31.6% | $137,256-5.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 8.94% | 38.48%-29.5pp | 31.81%-22.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,053 | $4,640-77.3% | $4,048-74.0% | $6,407-83.6% |
| Admin fee / account holder | $22,988 | $10,129+127.0% | $8,703+164.1% | $12,270+87.3% |