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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 | $77,677 | $76,407+1.7% | $150,298-48.3% | $82,448-5.8% |
| Participation rate | 12.2% | 66.4%-54.2pp | 77.8%-65.6pp | 68.1%-55.9pp |
| Annual return | 11.06% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $253 | $3,214-92.1% | $5,453-95.4% | $4,139-93.9% |
| Admin fee / account holder | $16,463 | $6,352+159.2% | $14,116+16.6% | $7,234+127.6% |