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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 | $103,730 | $97,550+6.3% | $120,344-13.8% | $87,485+18.6% |
| Participation rate | 8.8% | 72.8%-64.0pp | 76.7%-67.9pp | 68.9%-60.1pp |
| Annual return | 11.31% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $98 | $4,230-97.7% | $5,135-98.1% | $4,274-97.7% |
| Admin fee / account holder | $1,204 | $9,543-87.4% | $12,742-90.6% | $7,775-84.5% |