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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 | $88,786 | $83,369+6.5% | $105,223-15.6% | $67,986+30.6% |
| Participation rate | 8.6% | 56.3%-47.7pp | 75.0%-66.5pp | 57.2%-48.6pp |
| Annual return | 12.76% | 24.64%-11.9pp | 180.65%-167.9pp | 31.67%-18.9pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $206 | $3,295-93.8% | $5,072-95.9% | $3,358-93.9% |
| Admin fee / account holder | $1,175 | $4,073-71.2% | $8,859-86.7% | $3,203-63.3% |