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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 | $112,914 | $102,429+10.2% | $147,096-23.2% | $80,925+39.5% |
| Participation rate | 37.0% | 75.9%-38.8pp | 82.2%-45.1pp | 67.7%-30.6pp |
| Annual return | 9.06% | 135.02%-126.0pp | 419.75%-410.7pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,619 | $6,649-75.6% | $8,071-79.9% | $4,299-62.3% |
| Admin fee / account holder | $2,466 | $7,957-69.0% | $13,005-81.0% | $6,940-64.5% |