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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 | $101,378 | $95,415+6.2% | $185,851-45.5% | $85,851+18.1% |
| Participation rate | 37.0% | 68.8%-31.7pp | 81.7%-44.7pp | 69.3%-32.3pp |
| Annual return | 11.33% | 23.59%-12.3pp | 122.11%-110.8pp | 318.63%-307.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $891 | $3,424-74.0% | $5,569-84.0% | $3,952-77.5% |
| Admin fee / account holder | $25,334 | $7,215+251.2% | $16,245+56.0% | $6,261+304.6% |