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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 | $82,595 | $76,371+8.2% | $93,621-11.8% | $72,976+13.2% |
| Participation rate | 27.3% | 71.8%-44.5pp | 75.8%-48.6pp | 69.5%-42.2pp |
| Annual return | 9.32% | 25.82%-16.5pp | 32.76%-23.4pp | 81.02%-71.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,284 | $3,538-63.7% | $4,070-68.4% | $3,608-64.4% |
| Admin fee / account holder | $1,048 | $6,839-84.7% | $7,890-86.7% | $5,124-79.5% |