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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 | $78,543 | $73,107+7.4% | $114,563-31.4% | $87,485-10.2% |
| Participation rate | 20.8% | 65.8%-44.9pp | 72.9%-52.1pp | 68.9%-48.1pp |
| Annual return | 10.45% | 19.47%-9.0pp | 241.09%-230.6pp | 26.06%-15.6pp |
| Employer contribution / active EE | $579 | $1,881-69.2% | $2,592-77.6% | $2,596-77.7% |
| Participant deferral / active EE | $959 | $3,144-69.5% | $4,142-76.9% | $4,274-77.6% |
| Admin fee / account holder | $3,875 | $5,770-32.8% | $7,623-49.2% | $7,775-50.2% |