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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 | $143,090 | $102,609+39.5% | $98,090+45.9% | $138,895+3.0% |
| Participation rate | 60.9% | 82.8%-21.9pp | 81.5%-20.7pp | 79.9%-19.0pp |
| Annual return | 9.12% | 36.44%-27.3pp | 37.05%-27.9pp | 145.39%-136.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,023 | $8,167-75.2% | $7,845-74.2% | $6,396-68.4% |
| Admin fee / account holder | $5,382 | $11,434-52.9% | $11,815-54.4% | $12,562-57.2% |