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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 | $66,904 | $58,828+13.7% | $78,002-14.2% | $62,881+6.4% |
| Participation rate | 29.7% | 71.1%-41.4pp | 75.5%-45.9pp | 69.3%-39.6pp |
| Annual return | 4.07% | 17.16%-13.1pp | 425.99%-421.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $771 | $2,686-71.3% | $3,497-78.0% | $3,203-75.9% |
| Admin fee / account holder | $7,893 | $4,393+79.7% | $5,481+44.0% | $4,296+83.8% |