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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 | $84,659 | $63,433+33.5% | $63,803+32.7% | $64,097+32.1% |
| Participation rate | 25.6% | 65.0%-39.4pp | 72.7%-47.1pp | 55.2%-29.5pp |
| Annual return | 10.78% | 20.74%-10.0pp | 543.72%-532.9pp | 34.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $751 | $3,119-75.9% | $3,843-80.5% | $3,080-75.6% |
| Admin fee / account holder | $2,838 | $1,489+90.5% | $5,196-45.4% | $3,454-17.9% |