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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 | $82,603 | $71,230+16.0% | $93,727-11.9% | $80,959+2.0% |
| Participation rate | 15.4% | 60.4%-45.0pp | 68.7%-53.3pp | 67.7%-52.3pp |
| Annual return | 9.51% | 11.26%-1.7pp | 133.83%-124.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $851 | $4,037-78.9% | $4,417-80.7% | $4,300-80.2% |
| Admin fee / account holder | $30,767 | $6,961+342.0% | $8,292+271.1% | $6,925+344.3% |