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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 | $92,682 | $97,125-4.6% | $86,233+7.5% | $137,256-32.5% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.0%-26.9pp | 80.0%-37.9pp |
| Annual return | 8.20% | 74.19%-66.0pp | 61.39%-53.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $195 | $5,180-96.2% | $4,559-95.7% | $6,407-97.0% |
| Admin fee / account holder | $1,696 | $9,725-82.6% | $8,342-79.7% | $12,270-86.2% |