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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 | $85,736 | $58,099+47.6% | $76,902+11.5% | $75,177+14.0% |
| Participation rate | 7.7% | 63.9%-56.2pp | 69.6%-61.9pp | 67.2%-59.5pp |
| Annual return | 7.96% | 26.71%-18.7pp | 37.91%-29.9pp | 160.75%-152.8pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $260 | $2,999-91.3% | $3,833-93.2% | $4,126-93.7% |
| Admin fee / account holder | $50,307 | $4,778+952.9% | $5,479+818.2% | $5,651+790.2% |