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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 | $77,849 | $77,472+0.5% | $100,415-22.5% | $80,959-3.8% |
| Participation rate | 16.0% | 76.9%-60.9pp | 81.5%-65.5pp | 67.7%-51.7pp |
| Annual return | 9.96% | 37.26%-27.3pp | 49.47%-39.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $574 | $6,818-91.6% | $8,091-92.9% | $4,300-86.7% |
| Admin fee / account holder | $9,466 | $5,885+60.8% | $7,906+19.7% | $6,925+36.7% |