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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 | $112,340 | $86,938+29.2% | $102,423+9.7% | $80,925+38.8% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.7%-37.7pp |
| Annual return | 9.15% | 18.89%-9.7pp | 29.42%-20.3pp | 35.65%-26.5pp |
| Employer contribution / active EE | $3,013 | $2,369+27.2% | $3,023-0.3% | $2,756+9.3% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,015 | $8,053+74.0% | $9,455+48.2% | $6,940+101.9% |