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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 | $63,647 | $47,944+32.8% | $67,834-6.2% | $62,881+1.2% |
| Participation rate | 13.9% | 61.1%-47.2pp | 68.8%-54.9pp | 69.3%-55.4pp |
| Annual return | 1.60% | 11.77%-10.2pp | 138.47%-136.9pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $788 | $2,247-64.9% | $3,160-75.1% | $3,203-75.4% |
| Admin fee / account holder | $4,410 | $3,712+18.8% | $4,622-4.6% | $4,296+2.7% |