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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 | $65,321 | $65,034+0.4% | $90,970-28.2% | $79,856-18.2% |
| Participation rate | 40.8% | 61.6%-20.8pp | 69.0%-28.2pp | 69.6%-28.8pp |
| Annual return | 8.17% | 30.45%-22.3pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $290 | $2,512-88.5% | $3,373-91.4% | $3,741-92.3% |
| Admin fee / account holder | $1,130 | $4,536-75.1% | $5,961-81.0% | $5,306-78.7% |