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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 | $122,056 | $88,996+37.1% | $78,004+56.5% | $138,895-12.1% |
| Participation rate | 21.1% | 74.4%-53.3pp | 69.4%-48.4pp | 79.9%-58.9pp |
| Annual return | 10.36% | 28.03%-17.7pp | 31.07%-20.7pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $137 | $4,724-97.1% | $4,092-96.7% | $6,396-97.9% |
| Admin fee / account holder | $1,667 | $8,807-81.1% | $7,578-78.0% | $12,562-86.7% |