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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 | $75,106 | $70,418+6.7% | $96,570-22.2% | $85,847-12.5% |
| Participation rate | 46.9% | 61.8%-14.9pp | 69.8%-23.0pp | 69.3%-22.4pp |
| Annual return | 7.28% | 18.59%-11.3pp | 37.79%-30.5pp | 318.61%-311.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $503 | $2,894-82.6% | $3,849-86.9% | $3,952-87.3% |
| Admin fee / account holder | $4,486 | $4,995-10.2% | $6,182-27.4% | $6,261-28.3% |