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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 | $106,686 | $95,404+11.8% | $113,397-5.9% | $82,637+29.1% |
| Participation rate | 47.9% | 72.8%-24.9pp | 76.5%-28.6pp | 68.1%-20.1pp |
| Annual return | 8.90% | 19.08%-10.2pp | 23.20%-14.3pp | 53.51%-44.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,738 | $4,220-58.8% | $5,076-65.8% | $4,126-57.9% |
| Admin fee / account holder | $15,294 | $9,168+66.8% | $11,957+27.9% | $7,339+108.4% |