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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 | $60,474 | $48,078+25.8% | $78,676-23.1% | $62,881-3.8% |
| Participation rate | 9.2% | 65.2%-56.0pp | 73.6%-64.4pp | 69.3%-60.1pp |
| Annual return | 4.07% | 31.36%-27.3pp | 62.19%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $355 | $2,587-86.3% | $3,517-89.9% | $3,203-88.9% |
| Admin fee / account holder | $521 | $3,206-83.8% | $4,510-88.5% | $4,296-87.9% |