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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 | $85,110 | $82,879+2.7% | $96,576-11.9% | $67,986+25.2% |
| Participation rate | 27.8% | 75.2%-47.4pp | 81.4%-53.7pp | 57.2%-29.4pp |
| Annual return | 11.94% | 36.90%-25.0pp | 38.47%-26.5pp | 31.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $674 | $6,976-90.3% | $7,956-91.5% | $3,358-79.9% |
| Admin fee / account holder | $17,569 | $2,783+531.3% | $11,381+54.4% | $3,203+448.5% |