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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 | $68,255 | $35,986+89.7% | $77,513-11.9% | $73,493-7.1% |
| Participation rate | 16.0% | 40.8%-24.8pp | 54.2%-38.2pp | 70.7%-54.7pp |
| Annual return | 9.88% | 19.26%-9.4pp | 54.81%-44.9pp | 28.51%-18.6pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $211 | $1,198-82.4% | $1,861-88.7% | $3,740-94.4% |
| Admin fee / account holder | $393 | $466-15.7% | $2,859-86.3% | $513-23.5% |