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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 | $73,467 | $60,349+21.7% | $74,184-1.0% | $62,881+16.8% |
| Participation rate | 21.6% | 72.7%-51.1pp | 76.6%-55.0pp | 69.3%-47.7pp |
| Annual return | -3.84% | 21.38%-25.2pp | 17.74%-21.6pp | 20.14%-24.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $256 | $2,856-91.0% | $3,550-92.8% | $3,203-92.0% |
| Admin fee / account holder | $1,503 | $4,261-64.7% | $5,586-73.1% | $4,296-65.0% |