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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 | $107,746 | $110,240-2.3% | $96,544+11.6% | $139,487-22.8% |
| Participation rate | 57.1% | 78.1%-21.0pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 6.44% | 26.41%-20.0pp | 25.88%-19.4pp | 373.84%-367.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,165 | $5,549-79.0% | $4,851-76.0% | $6,713-82.6% |
| Admin fee / account holder | $45,929 | $11,602+295.9% | $8,254+456.4% | $11,407+302.6% |