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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 | $102,382+10.3% | $147,005-23.2% | $80,874+39.6% |
| Participation rate | 37.0% | 75.8%-38.8pp | 82.2%-45.1pp | 67.6%-30.6pp |
| Annual return | 9.06% | 134.89%-125.8pp | 418.76%-409.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,619 | $6,646-75.6% | $8,070-79.9% | $4,297-62.3% |
| Admin fee / account holder | $2,466 | $7,942-69.0% | $13,006-81.0% | $6,935-64.4% |