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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 | $97,908 | $71,353+37.2% | $92,805+5.5% | $86,983+12.6% |
| Participation rate | 40.6% | 80.9%-40.3pp | 83.5%-42.9pp | 69.5%-28.9pp |
| Annual return | 14.10% | 44.68%-30.6pp | 31.59%-17.5pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,793 | $6,966-59.9% | $8,448-66.9% | $4,194-33.4% |
| Admin fee / account holder | $1,720 | $6,099-71.8% | $10,911-84.2% | $7,856-78.1% |