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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 | $102,811 | $81,487+26.2% | $102,412+0.4% | $80,935+27.0% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 7.04% | 25.60%-18.6pp | 24.94%-17.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,173 | $3,871-69.7% | $5,060-76.8% | $4,299-72.7% |
| Admin fee / account holder | $119,431 | $6,717+1678.0% | $8,388+1323.9% | $6,924+1624.8% |