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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 | $94,920 | $72,273+31.3% | $101,275-6.3% | $79,856+18.9% |
| Participation rate | 17.9% | 68.5%-50.6pp | 75.8%-58.0pp | 69.6%-51.8pp |
| Annual return | 10.57% | 22.30%-11.7pp | 46.48%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $915 | $3,282-72.1% | $4,371-79.1% | $3,741-75.5% |
| Admin fee / account holder | $2,698 | $4,401-38.7% | $5,948-54.6% | $5,306-49.2% |