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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 | $72,560 | $77,449-6.3% | $69,483+4.4% | $152,909-52.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 1.75% | 39.09%-37.3pp | 28.99%-27.2pp | 345.46%-343.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $523 | $4,415-88.2% | $3,537-85.2% | $5,851-91.1% |
| Admin fee / account holder | $983 | $6,210-84.2% | $3,841-74.4% | $11,601-91.5% |