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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 | $114,723 | $95,453+20.2% | $112,040+2.4% | $82,448+39.1% |
| Participation rate | 55.2% | 72.8%-17.5pp | 76.5%-21.3pp | 68.1%-12.9pp |
| Annual return | 11.68% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,716 | $4,224-59.4% | $5,098-66.3% | $4,139-58.5% |
| Admin fee / account holder | $4,724 | $9,013-47.6% | $12,098-61.0% | $7,234-34.7% |