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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 | $107,845 | $78,520+37.3% | $96,576+11.7% | $82,448+30.8% |
| Participation rate | 28.3% | 77.7%-49.4pp | 81.4%-53.1pp | 68.1%-39.8pp |
| Annual return | 13.03% | 41.30%-28.3pp | 38.47%-25.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,377 | $6,754-79.6% | $7,956-82.7% | $4,139-66.7% |
| Admin fee / account holder | $3,346 | $13,455-75.1% | $11,381-70.6% | $7,234-53.8% |