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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 | $115,185 | $99,635+15.6% | $99,460+15.8% | $198,609-42.0% |
| Participation rate | 9.1% | 81.4%-72.3pp | 78.6%-69.5pp | 82.4%-73.3pp |
| Annual return | 7.53% | 11.15%-3.6pp | 11.98%-4.4pp | 202.70%-195.2pp |
| Employer contribution / active EE | $0 | $6,694-100.0% | $6,049-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $154 | $6,766-97.7% | $5,995-97.4% | $6,977-97.8% |
| Admin fee / account holder | $108,093 | $22,915+371.7% | $18,725+477.3% | $19,030+468.0% |