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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 | $116,273 | $81,262+43.1% | $155,602-25.3% | $80,911+43.7% |
| Participation rate | 32.3% | 66.2%-34.0pp | 78.2%-45.9pp | 67.6%-35.4pp |
| Annual return | 8.10% | 33.34%-25.2pp | 64.81%-56.7pp | 35.63%-27.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $820 | $3,451-76.2% | $5,629-85.4% | $4,297-80.9% |
| Admin fee / account holder | $32,269 | $7,992+303.8% | $15,923+102.7% | $6,935+365.3% |