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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 | $65,087 | $59,186+10.0% | $76,766-15.2% | $56,287+15.6% |
| Participation rate | 15.7% | 75.2%-59.6pp | 77.0%-61.3pp | 69.9%-54.2pp |
| Annual return | -7.48% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $649 | $3,255-80.1% | $3,851-83.2% | $3,350-80.6% |
| Admin fee / account holder | $5,644 | $489+1053.9% | $6,675-15.4% | $521+983.4% |