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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 | $115,666 | $95,404+21.2% | $113,397+2.0% | $82,637+40.0% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.5%-37.2pp | 68.1%-28.8pp |
| Annual return | 9.42% | 19.08%-9.7pp | 23.20%-13.8pp | 53.51%-44.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,473 | $4,220-65.1% | $5,076-71.0% | $4,126-64.3% |
| Admin fee / account holder | $21,336 | $9,168+132.7% | $11,957+78.4% | $7,339+190.7% |