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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 | $105,808 | $63,703+66.1% | $93,063+13.7% | $82,448+28.3% |
| Participation rate | 34.4% | 63.8%-29.5pp | 72.1%-37.7pp | 68.1%-33.7pp |
| Annual return | 11.00% | -775.43%+786.4pp | 34.15%-23.2pp | 41.64%-30.6pp |
| Employer contribution / active EE | $5,442 | $1,729+214.8% | $2,476+119.8% | $2,551+113.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,926 | $5,982+149.5% | $6,033+147.4% | $7,234+106.3% |