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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 | $84,108 | $84,953-1.0% | $163,379-48.5% | $82,637+1.8% |
| Participation rate | 21.6% | 65.9%-44.3pp | 76.8%-55.2pp | 68.1%-46.4pp |
| Annual return | 12.65% | 23.07%-10.4pp | 63.41%-50.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $740 | $4,326-82.9% | $6,282-88.2% | $4,126-82.1% |
| Admin fee / account holder | $846 | $7,921-89.3% | $9,818-91.4% | $7,339-88.5% |