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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 | $74,341 | $71,215+4.4% | $93,696-20.7% | $80,935-8.1% |
| Participation rate | 30.6% | 60.4%-29.8pp | 68.7%-38.2pp | 67.7%-37.1pp |
| Annual return | 9.20% | 11.27%-2.1pp | 133.74%-124.5pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $862 | $4,037-78.6% | $4,417-80.5% | $4,299-79.9% |
| Admin fee / account holder | $1,639 | $6,958-76.4% | $8,287-80.2% | $6,924-76.3% |