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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 | $79,946 | $73,955+8.1% | $96,520-17.2% | $75,181+6.3% |
| Participation rate | 19.6% | 66.4%-46.9pp | 74.3%-54.8pp | 67.2%-47.6pp |
| Annual return | 12.98% | 26.72%-13.7pp | 35.72%-22.7pp | 160.69%-147.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $577 | $3,659-84.2% | $4,879-88.2% | $4,126-86.0% |
| Admin fee / account holder | $2,501 | $5,217-52.1% | $6,733-62.9% | $5,650-55.7% |