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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 | $101,984 | $72,269+41.1% | $101,271+0.7% | $79,852+27.7% |
| Participation rate | 13.8% | 68.5%-54.7pp | 75.8%-62.1pp | 69.6%-55.9pp |
| Annual return | 10.49% | 22.29%-11.8pp | 46.48%-36.0pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $901 | $3,282-72.5% | $4,371-79.4% | $3,740-75.9% |
| Admin fee / account holder | $21,636 | $4,401+391.6% | $5,948+263.8% | $5,306+307.8% |