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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 | $113,003 | $106,524+6.1% | $152,301-25.8% | $87,485+29.2% |
| Participation rate | 14.7% | 75.8%-61.1pp | 82.4%-67.8pp | 68.9%-54.3pp |
| Annual return | 11.05% | 26.89%-15.8pp | 80.50%-69.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $742 | $3,371-78.0% | $4,624-83.9% | $2,596-71.4% |
| Participant deferral / active EE | $1,692 | $6,525-74.1% | $8,004-78.9% | $4,274-60.4% |
| Admin fee / account holder | $11,982 | $8,287+44.6% | $14,398-16.8% | $7,775+54.1% |