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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 | $83,113 | $70,418+18.0% | $96,570-13.9% | $85,847-3.2% |
| Participation rate | 25.6% | 61.8%-36.2pp | 69.8%-44.2pp | 69.3%-43.7pp |
| Annual return | 7.95% | 18.59%-10.6pp | 37.79%-29.8pp | 318.61%-310.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,063 | $2,894-63.3% | $3,849-72.4% | $3,952-73.1% |
| Admin fee / account holder | $3,788 | $4,995-24.2% | $6,182-38.7% | $6,261-39.5% |