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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 | $78,572 | $45,050+74.4% | $63,018+24.7% | $70,126+12.0% |
| Participation rate | 38.0% | 69.5%-31.5pp | 74.8%-36.8pp | 69.5%-31.5pp |
| Annual return | 8.86% | 18.76%-9.9pp | 87.62%-78.8pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $700 | $2,466-71.6% | $3,330-79.0% | $3,332-79.0% |
| Admin fee / account holder | $4,098 | $2,834+44.6% | $3,601+13.8% | $4,645-11.8% |