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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 | $73,004 | $67,602+8.0% | $82,312-11.3% | $70,126+4.1% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.9pp |
| Annual return | 7.94% | 21.57%-13.6pp | 25.88%-17.9pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,190 | $2,987-60.2% | $3,706-67.9% | $3,332-64.3% |
| Admin fee / account holder | $2,353 | $4,512-47.8% | $5,608-58.0% | $4,645-49.4% |