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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 | $90,867 | $69,444+30.8% | $92,985-2.3% | $87,485+3.9% |
| Participation rate | 12.8% | 63.3%-50.5pp | 69.5%-56.7pp | 68.9%-56.2pp |
| Annual return | 11.84% | 23.85%-12.0pp | 27.99%-16.2pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $462 | $3,364-86.3% | $4,377-89.4% | $4,274-89.2% |
| Admin fee / account holder | $9,067 | $6,137+47.7% | $9,463-4.2% | $7,775+16.6% |