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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 | $80,688 | $75,183+7.3% | $123,894-34.9% | $55,167+46.3% |
| Participation rate | 36.9% | 72.8%-35.9pp | 81.4%-44.5pp | 69.0%-32.1pp |
| Annual return | 5.84% | 19.01%-13.2pp | 47.52%-41.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,656 | $5,084-67.4% | $5,984-72.3% | $3,054-45.8% |
| Admin fee / account holder | $9,134 | $663+1278.6% | $8,357+9.3% | $504+1712.6% |