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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 | $102,599 | $54,541+88.1% | $78,778+30.2% | $70,126+46.3% |
| Participation rate | 25.0% | 60.8%-35.8pp | 69.2%-44.2pp | 69.5%-44.5pp |
| Annual return | 11.37% | 21.07%-9.7pp | 35.62%-24.2pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $966 | $2,210-56.3% | $2,958-67.4% | $3,332-71.0% |
| Admin fee / account holder | $425 | $3,709-88.5% | $5,134-91.7% | $4,645-90.8% |