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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 | $86,919+1.9% | $102,457-13.5% | $80,911+9.5% |
| Participation rate | 37.0% | 72.4%-35.3pp | 76.5%-39.5pp | 67.6%-30.6pp |
| Annual return | 8.41% | 18.90%-10.5pp | 29.41%-21.0pp | 35.63%-27.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,066 | $4,119-74.1% | $5,054-78.9% | $4,297-75.2% |
| Admin fee / account holder | $27,662 | $8,049+243.7% | $9,451+192.7% | $6,935+298.9% |