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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 | $119,798 | $78,705+52.2% | $117,857+1.6% | $70,131+70.8% |
| Participation rate | 41.7% | 73.2%-31.5pp | 79.7%-38.0pp | 69.5%-27.9pp |
| Annual return | 11.09% | 23.30%-12.2pp | 335.09%-324.0pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,369 | $3,297-58.5% | $4,482-69.5% | $3,332-58.9% |
| Admin fee / account holder | $6,314 | $5,065+24.6% | $8,020-21.3% | $4,645+35.9% |