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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 | $103,726 | $76,112+36.3% | $96,534+7.5% | $71,511+45.0% |
| Participation rate | 38.3% | 74.4%-36.1pp | 76.0%-37.7pp | 67.9%-29.6pp |
| Annual return | 11.85% | 22.81%-11.0pp | 25.88%-14.0pp | 28.86%-17.0pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,193 | $4,217-71.7% | $4,851-75.4% | $4,291-72.2% |
| Admin fee / account holder | $19,362 | $2,708+614.9% | $8,253+134.6% | $1,588+1118.9% |