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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 | $109,272 | $97,648+11.9% | $121,663-10.2% | $87,485+24.9% |
| Participation rate | 25.9% | 70.5%-44.5pp | 74.5%-48.6pp | 68.9%-43.0pp |
| Annual return | 4.99% | 18.03%-13.0pp | 147.54%-142.5pp | 26.06%-21.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $393 | $3,923-90.0% | $4,887-92.0% | $4,274-90.8% |
| Admin fee / account holder | $39,034 | $11,100+251.7% | $14,289+173.2% | $7,775+402.1% |