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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 | $86,669 | $51,283+69.0% | $95,740-9.5% | $71,511+21.2% |
| Participation rate | 39.1% | 63.1%-24.0pp | 72.3%-33.1pp | 67.9%-28.8pp |
| Annual return | 12.07% | 25.25%-13.2pp | 28.41%-16.3pp | 28.86%-16.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,252 | $3,365-62.8% | $4,244-70.5% | $4,291-70.8% |
| Admin fee / account holder | $4,731 | $1,135+316.8% | $5,676-16.7% | $1,588+197.8% |