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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 | $102,677 | $102,422+0.2% | $147,117-30.2% | $80,959+26.8% |
| Participation rate | 27.3% | 75.9%-48.6pp | 82.2%-54.9pp | 67.7%-40.4pp |
| Annual return | 9.53% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,278 | $6,652-65.8% | $8,065-71.8% | $4,300-47.0% |
| Admin fee / account holder | $998 | $7,953-87.5% | $12,993-92.3% | $6,925-85.6% |