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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 | $77,176 | $52,580+46.8% | $71,671+7.7% | $70,126+10.1% |
| Participation rate | 27.0% | 60.9%-33.8pp | 68.7%-41.7pp | 69.5%-42.5pp |
| Annual return | 11.77% | 20.25%-8.5pp | 20.65%-8.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $618 | $2,386-74.1% | $3,438-82.0% | $3,332-81.4% |
| Admin fee / account holder | $4,281 | $3,653+17.2% | $5,558-23.0% | $4,645-7.8% |