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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 | $85,411 | $87,132-2.0% | $105,624-19.1% | $80,959+5.5% |
| Participation rate | 18.2% | 70.4%-52.2pp | 75.3%-57.1pp | 67.7%-49.5pp |
| Annual return | 3.33% | 17.03%-13.7pp | 116.20%-112.9pp | 35.67%-32.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $917 | $3,985-77.0% | $5,013-81.7% | $4,300-78.7% |
| Admin fee / account holder | $1,714 | $8,449-79.7% | $10,961-84.4% | $6,925-75.2% |