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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 | $119,997 | $101,795+17.9% | $165,100-27.3% | $80,959+48.2% |
| Participation rate | 38.0% | 71.8%-33.8pp | 78.6%-40.6pp | 67.7%-29.7pp |
| Annual return | 4.82% | 16.73%-11.9pp | 70.21%-65.4pp | 35.67%-30.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $784 | $4,476-82.5% | $6,035-87.0% | $4,300-81.8% |
| Admin fee / account holder | $755 | $8,221-90.8% | $12,696-94.1% | $6,925-89.1% |