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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 | $103,306 | $110,212-6.3% | $96,534+7.0% | $139,466-25.9% |
| Participation rate | 13.3% | 78.1%-64.8pp | 76.0%-62.6pp | 80.3%-67.0pp |
| Annual return | 8.39% | 26.42%-18.0pp | 25.88%-17.5pp | 373.66%-365.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $234 | $5,547-95.8% | $4,851-95.2% | $6,712-96.5% |
| Admin fee / account holder | $16,868 | $11,599+45.4% | $8,253+104.4% | $11,409+47.8% |