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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 | $61,979 | $58,828+5.4% | $78,002-20.5% | $62,881-1.4% |
| Participation rate | 7.1% | 71.1%-63.9pp | 75.5%-68.4pp | 69.3%-62.2pp |
| Annual return | -2.54% | 17.16%-19.7pp | 425.99%-428.5pp | 20.14%-22.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $539 | $2,686-79.9% | $3,497-84.6% | $3,203-83.2% |
| Admin fee / account holder | $852 | $4,393-80.6% | $5,481-84.5% | $4,296-80.2% |