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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 | $100,194+15.4% | $122,979-5.9% | $86,983+33.0% |
| Participation rate | 39.3% | 73.0%-33.7pp | 77.2%-37.9pp | 69.5%-30.3pp |
| Annual return | 9.42% | 16.47%-7.1pp | 20.12%-10.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,473 | $4,133-64.3% | $5,003-70.5% | $4,194-64.9% |
| Admin fee / account holder | $21,336 | $10,148+110.2% | $12,864+65.9% | $7,856+171.6% |