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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 | $72,890 | $54,541+33.6% | $78,778-7.5% | $70,126+3.9% |
| Participation rate | 19.2% | 60.8%-41.6pp | 69.2%-50.0pp | 69.5%-50.3pp |
| Annual return | 10.13% | 21.07%-10.9pp | 35.62%-25.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $427 | $2,210-80.7% | $2,958-85.6% | $3,332-87.2% |
| Admin fee / account holder | $5,015 | $3,709+35.2% | $5,134-2.3% | $4,645+8.0% |