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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 | $68,689 | $84,685-18.9% | $142,942-51.9% | $67,986+1.0% |
| Participation rate | 17.9% | 61.4%-43.4pp | 76.8%-58.9pp | 57.2%-39.3pp |
| Annual return | 13.30% | 35.89%-22.6pp | 113.70%-100.4pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $2,263-100.0% | $4,139-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $975 | $3,832-74.6% | $7,128-86.3% | $3,358-71.0% |
| Admin fee / account holder | $2,326 | $3,229-27.9% | $12,475-81.4% | $3,203-27.4% |