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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 | $124,127 | $101,798+21.9% | $165,071-24.8% | $80,935+53.4% |
| Participation rate | 48.8% | 71.8%-23.1pp | 78.6%-29.8pp | 67.7%-18.9pp |
| Annual return | 8.81% | 16.73%-7.9pp | 70.17%-61.4pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $985 | $4,476-78.0% | $6,035-83.7% | $4,299-77.1% |
| Admin fee / account holder | $10,143 | $8,221+23.4% | $12,695-20.1% | $6,924+46.5% |