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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 | $132,496 | $99,345+33.4% | $84,753+56.3% | $273,972-51.6% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1.98% | 22.93%-21.0pp | 22.78%-20.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $469 | $4,270-89.0% | $3,712-87.4% | $5,287-91.1% |
| Admin fee / account holder | $2,118 | $6,645-68.1% | $5,333-60.3% | $10,133-79.1% |