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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 | $88,989 | $73,988+20.3% | $96,538-7.8% | $75,177+18.4% |
| Participation rate | 27.6% | 66.4%-38.8pp | 74.3%-46.8pp | 67.2%-39.6pp |
| Annual return | 12.18% | 26.73%-14.5pp | 35.74%-23.6pp | 160.75%-148.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $832 | $3,660-77.3% | $4,880-83.0% | $4,126-79.8% |
| Admin fee / account holder | $15,180 | $5,220+190.8% | $6,737+125.3% | $5,651+168.6% |