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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 | $61,596 | $56,544+8.9% | $75,501-18.4% | $70,126-12.2% |
| Participation rate | 13.3% | 68.1%-54.8pp | 72.4%-59.0pp | 69.5%-56.2pp |
| Annual return | 7.91% | 23.59%-15.7pp | 27.35%-19.4pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $278 | $2,580-89.2% | $3,142-91.2% | $3,332-91.7% |
| Admin fee / account holder | $1,358 | $3,827-64.5% | $5,801-76.6% | $4,645-70.8% |