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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 | $107,403 | $78,670+36.5% | $109,173-1.6% | $85,847+25.1% |
| Participation rate | 12.5% | 68.3%-55.8pp | 75.9%-63.4pp | 69.3%-56.8pp |
| Annual return | 8.58% | 25.09%-16.5pp | 25.75%-17.2pp | 318.61%-310.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,241 | $3,467-64.2% | $4,654-73.3% | $3,952-68.6% |
| Admin fee / account holder | $2,417 | $5,469-55.8% | $6,755-64.2% | $6,261-61.4% |