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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 | $97,305 | $93,598+4.0% | $135,974-28.4% | $75,173+29.4% |
| Participation rate | 29.5% | 75.2%-45.6pp | 81.9%-52.4pp | 67.2%-37.7pp |
| Annual return | 1.58% | 30.89%-29.3pp | 68.30%-66.7pp | 160.72%-159.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,774 | $6,405-72.3% | $7,760-77.1% | $4,126-57.0% |
| Admin fee / account holder | $2,290 | $6,978-67.2% | $10,767-78.7% | $5,651-59.5% |