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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 | $82,455 | $67,602+22.0% | $82,312+0.2% | $70,126+17.6% |
| Participation rate | 14.0% | 72.8%-58.8pp | 76.9%-62.9pp | 69.5%-55.6pp |
| Annual return | 8.72% | 21.57%-12.8pp | 25.88%-17.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $342 | $2,987-88.5% | $3,706-90.8% | $3,332-89.7% |
| Admin fee / account holder | $1,262 | $4,512-72.0% | $5,608-77.5% | $4,645-72.8% |