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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 | $84,967 | $65,034+30.7% | $90,970-6.6% | $79,856+6.4% |
| Participation rate | 16.1% | 61.6%-45.5pp | 69.0%-52.9pp | 69.6%-53.5pp |
| Annual return | 8.87% | 30.45%-21.6pp | 134.60%-125.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $394 | $2,512-84.3% | $3,373-88.3% | $3,741-89.5% |
| Admin fee / account holder | $13,747 | $4,536+203.1% | $5,961+130.6% | $5,306+159.1% |