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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 | $68,039 | $48,284+40.9% | $67,524+0.8% | $80,911-15.9% |
| Participation rate | 22.2% | 66.4%-44.2pp | 72.9%-50.7pp | 67.6%-45.4pp |
| Annual return | 9.01% | 18.27%-9.3pp | 3519.41%-3510.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $685 | $2,927-76.6% | $4,001-82.9% | $4,297-84.1% |
| Admin fee / account holder | $7,960 | $3,688+115.8% | $4,001+99.0% | $6,935+14.8% |