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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 | $100,970+41.7% | $96,576+48.2% | $137,256+4.3% |
| Participation rate | 60.9% | 82.6%-21.7pp | 81.4%-20.6pp | 80.0%-19.1pp |
| Annual return | 9.12% | 38.16%-29.0pp | 38.47%-29.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,023 | $8,286-75.6% | $7,956-74.6% | $6,407-68.4% |
| Admin fee / account holder | $5,382 | $11,312-52.4% | $11,381-52.7% | $12,270-56.1% |