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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 | $110,829 | $94,031+17.9% | $115,768-4.3% | $82,448+34.4% |
| Participation rate | 20.0% | 70.4%-50.4pp | 74.4%-54.4pp | 68.1%-48.1pp |
| Annual return | 11.95% | 20.61%-8.7pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $503 | $3,972-87.3% | $4,917-89.8% | $4,139-87.9% |
| Admin fee / account holder | $2,144 | $10,249-79.1% | $12,439-82.8% | $7,234-70.4% |