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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 | $94,668 | $101,795-7.0% | $165,100-42.7% | $80,959+16.9% |
| Participation rate | 38.2% | 71.8%-33.6pp | 78.6%-40.4pp | 67.7%-29.4pp |
| Annual return | 9.62% | 16.73%-7.1pp | 70.21%-60.6pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,576 | $4,476-64.8% | $6,035-73.9% | $4,300-63.4% |
| Admin fee / account holder | $14,184 | $8,221+72.5% | $12,696+11.7% | $6,925+104.8% |