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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 | $89,684 | $77,574+15.6% | $108,753-17.5% | $86,983+3.1% |
| Participation rate | 29.6% | 62.3%-32.7pp | 71.1%-41.5pp | 69.5%-39.9pp |
| Annual return | 10.50% | 18.42%-7.9pp | 37.47%-27.0pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $601 | $3,128-80.8% | $4,115-85.4% | $4,194-85.7% |
| Admin fee / account holder | $10,535 | $6,529+61.4% | $10,320+2.1% | $7,856+34.1% |