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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 | $69,444+12.5% | $92,985-16.0% | $87,485-10.7% |
| Participation rate | 32.9% | 63.3%-30.4pp | 69.5%-36.6pp | 68.9%-36.1pp |
| Annual return | 11.26% | 23.85%-12.6pp | 27.99%-16.7pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,048 | $3,364-68.9% | $4,377-76.1% | $4,274-75.5% |
| Admin fee / account holder | $11,149 | $6,137+81.7% | $9,463+17.8% | $7,775+43.4% |