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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 | $76,481 | $62,583+22.2% | $76,767-0.4% | $64,173+19.2% |
| Participation rate | 17.5% | 72.8%-55.3pp | 77.0%-59.4pp | 69.6%-52.0pp |
| Annual return | -8.43% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $30 | $3,145-99.1% | $3,852-99.2% | $3,470-99.1% |
| Admin fee / account holder | $4,805 | $4,667+3.0% | $6,675-28.0% | $4,887-1.7% |