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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 | $104,455 | $77,472+34.8% | $100,415+4.0% | $80,959+29.0% |
| Participation rate | 29.1% | 76.9%-47.9pp | 81.5%-52.4pp | 67.7%-38.6pp |
| Annual return | 9.94% | 37.26%-27.3pp | 49.47%-39.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,004 | $6,818-70.6% | $8,091-75.2% | $4,300-53.4% |
| Admin fee / account holder | $50,879 | $5,885+764.6% | $7,906+543.6% | $6,925+634.7% |