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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 | $78,144 | $58,627+33.3% | $76,735+1.8% | $82,448-5.2% |
| Participation rate | 32.9% | 63.2%-30.3pp | 69.5%-36.6pp | 68.1%-35.2pp |
| Annual return | 11.26% | 39.10%-27.8pp | 29.77%-18.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,048 | $3,134-66.6% | $4,088-74.4% | $4,139-74.7% |
| Admin fee / account holder | $11,149 | $5,323+109.5% | $7,189+55.1% | $7,234+54.1% |