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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 | $117,832 | $66,402+77.5% | $109,907+7.2% | $85,847+37.3% |
| Participation rate | 41.7% | 63.9%-22.2pp | 74.2%-32.6pp | 69.3%-27.7pp |
| Annual return | 10.59% | 19.59%-9.0pp | 29.46%-18.9pp | 318.61%-308.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $897 | $2,842-68.5% | $4,047-77.8% | $3,952-77.3% |
| Admin fee / account holder | $41,475 | $4,557+810.1% | $6,069+583.4% | $6,261+562.5% |