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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 | $79,201 | $67,602+17.2% | $82,312-3.8% | $70,126+12.9% |
| Participation rate | 49.1% | 72.8%-23.7pp | 76.9%-27.8pp | 69.5%-20.5pp |
| Annual return | 6.75% | 21.57%-14.8pp | 25.88%-19.1pp | 73.15%-66.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $967 | $2,987-67.6% | $3,706-73.9% | $3,332-71.0% |
| Admin fee / account holder | $10,533 | $4,512+133.5% | $5,608+87.8% | $4,645+126.7% |