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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 | $115,939 | $82,523+40.5% | $115,752+0.2% | $70,126+65.3% |
| Participation rate | 39.1% | 74.0%-34.9pp | 77.8%-38.6pp | 69.5%-30.4pp |
| Annual return | 10.14% | 28.22%-18.1pp | 19.41%-9.3pp | 73.15%-63.0pp |
| Employer contribution / active EE | $5,199 | $2,758+88.5% | $3,492+48.9% | $2,343+122.0% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,878 | $4,552+73.1% | $6,278+25.5% | $4,645+69.6% |