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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 | $73,107+44.7% | $114,563-7.6% | $87,485+20.9% |
| Participation rate | 34.4% | 65.8%-31.4pp | 72.9%-38.5pp | 68.9%-34.6pp |
| Annual return | 11.00% | 19.47%-8.5pp | 241.09%-230.1pp | 26.06%-15.1pp |
| Employer contribution / active EE | $5,442 | $1,881+189.3% | $2,592+109.9% | $2,596+109.6% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $14,926 | $5,770+158.7% | $7,623+95.8% | $7,775+92.0% |