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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 | $82,163 | $86,940-5.5% | $102,434-19.8% | $80,935+1.5% |
| Participation rate | 18.2% | 72.4%-54.2pp | 76.5%-58.3pp | 67.7%-49.5pp |
| Annual return | 7.03% | 18.89%-11.9pp | 29.46%-22.4pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $563 | $4,121-86.3% | $5,055-88.9% | $4,299-86.9% |
| Admin fee / account holder | $3,173 | $8,047-60.6% | $9,462-66.5% | $6,924-54.2% |