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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 | $88,601 | $86,940+1.9% | $102,434-13.5% | $80,935+9.5% |
| Participation rate | 37.0% | 72.4%-35.4pp | 76.5%-39.5pp | 67.7%-30.6pp |
| Annual return | 8.41% | 18.89%-10.5pp | 29.46%-21.1pp | 35.66%-27.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,066 | $4,121-74.1% | $5,055-78.9% | $4,299-75.2% |
| Admin fee / account holder | $27,662 | $8,047+243.7% | $9,462+192.3% | $6,924+299.5% |