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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 | $100,499 | $78,423+28.2% | $95,964+4.7% | $79,856+25.9% |
| Participation rate | 34.0% | 73.5%-39.5pp | 77.1%-43.1pp | 69.6%-35.7pp |
| Annual return | 8.08% | 19.37%-11.3pp | 91.64%-83.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $544 | $3,440-84.2% | $4,167-86.9% | $3,741-85.4% |
| Admin fee / account holder | $6,099 | $5,622+8.5% | $6,797-10.3% | $5,306+14.9% |