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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 | $75,667 | $78,705-3.9% | $117,860-35.8% | $70,124+7.9% |
| Participation rate | 58.5% | 73.2%-14.7pp | 79.7%-21.1pp | 69.5%-11.0pp |
| Annual return | 3.89% | 23.30%-19.4pp | 335.10%-331.2pp | 73.14%-69.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,147 | $3,297-65.2% | $4,482-74.4% | $3,332-65.6% |
| Admin fee / account holder | $6,250 | $5,065+23.4% | $8,021-22.1% | $4,645+34.5% |