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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 | $76,094 | $80,983-6.0% | $96,544-21.2% | $75,177+1.2% |
| Participation rate | 24.3% | 71.8%-47.5pp | 76.0%-51.7pp | 67.2%-42.9pp |
| Annual return | 11.01% | 27.05%-16.0pp | 25.88%-14.9pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $903 | $3,929-77.0% | $4,851-81.4% | $4,126-78.1% |
| Admin fee / account holder | $16,862 | $6,717+151.1% | $8,254+104.3% | $5,651+198.4% |