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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 | $96,686 | $76,371+26.6% | $93,621+3.3% | $72,976+32.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 2.40% | 25.82%-23.4pp | 32.76%-30.4pp | 81.02%-78.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,066 | $3,538-69.9% | $4,070-73.8% | $3,608-70.5% |
| Admin fee / account holder | $6,107 | $6,839-10.7% | $7,890-22.6% | $5,124+19.2% |