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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 | $117,073 | $70,486+66.1% | $100,535+16.4% | $79,856+46.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 79.4%-12.7pp | 69.6%-3.0pp |
| Annual return | 10.39% | 21.90%-11.5pp | 30.90%-20.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,213 | $5,182-76.6% | $6,271-80.7% | $3,741-67.6% |
| Admin fee / account holder | $17,282 | $4,480+285.8% | $8,085+113.8% | $5,306+225.7% |