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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 | $79,164 | $79,045+0.2% | $100,378-21.1% | $74,429+6.4% |
| Participation rate | 45.3% | 79.4%-34.2pp | 81.5%-36.3pp | 67.2%-22.0pp |
| Annual return | 11.00% | 20.61%-9.6pp | 49.41%-38.4pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,611 | $7,751-66.3% | $8,087-67.7% | $4,348-40.0% |
| Admin fee / account holder | $5,051 | $1,335+278.4% | $7,899-36.1% | $1,944+159.8% |