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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 | $101,030 | $68,394+47.7% | $94,672+6.7% | $75,177+34.4% |
| Participation rate | 55.2% | 76.1%-20.9pp | 80.8%-25.7pp | 67.2%-12.0pp |
| Annual return | 4.97% | 616.92%-611.9pp | 156.89%-151.9pp | 160.75%-155.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,481 | $6,536-62.0% | $7,417-66.5% | $4,126-39.9% |
| Admin fee / account holder | $36,982 | $5,326+594.4% | $7,222+412.1% | $5,651+554.4% |