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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 | $63,846 | $59,839+6.7% | $81,988-22.1% | $79,858-20.1% |
| Participation rate | 12.1% | 61.6%-49.5pp | 69.3%-57.1pp | 69.6%-57.5pp |
| Annual return | 8.93% | 17.56%-8.6pp | 41.31%-32.4pp | 31.72%-22.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $367 | $2,695-86.4% | $3,722-90.2% | $3,740-90.2% |
| Admin fee / account holder | $17,627 | $4,287+311.2% | $5,665+211.2% | $5,306+232.2% |