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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 | $109,972 | $106,749+3.0% | $145,433-24.4% | $82,448+33.4% |
| Participation rate | 36.4% | 75.6%-39.3pp | 82.1%-45.8pp | 68.1%-31.7pp |
| Annual return | 12.14% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,261 | $6,519-65.3% | $7,897-71.4% | $4,139-45.4% |
| Admin fee / account holder | $32,078 | $8,390+282.3% | $13,129+144.3% | $7,234+343.4% |