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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 | $84,500 | $86,288-2.1% | $111,306-24.1% | $85,851-1.6% |
| Participation rate | 10.9% | 73.3%-62.4pp | 77.3%-66.4pp | 69.3%-58.4pp |
| Annual return | 5.41% | 19.99%-14.6pp | 54.67%-49.3pp | 318.63%-313.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $23 | $3,641-99.4% | $4,488-99.5% | $3,952-99.4% |
| Admin fee / account holder | $10,372 | $8,189+26.7% | $7,966+30.2% | $6,261+65.7% |