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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 | $76,959 | $54,541+41.1% | $78,778-2.3% | $70,126+9.7% |
| Participation rate | 20.5% | 60.8%-40.3pp | 69.2%-48.7pp | 69.5%-49.1pp |
| Annual return | 11.30% | 21.07%-9.8pp | 35.62%-24.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $802 | $2,210-63.7% | $2,958-72.9% | $3,332-75.9% |
| Admin fee / account holder | $14,195 | $3,709+282.8% | $5,134+176.5% | $4,645+205.6% |