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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 | $82,963 | $76,407+8.6% | $150,298-44.8% | $82,448+0.6% |
| Participation rate | 27.7% | 66.4%-38.7pp | 77.8%-50.1pp | 68.1%-40.4pp |
| Annual return | 12.18% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $657 | $3,214-79.6% | $5,453-87.9% | $4,139-84.1% |
| Admin fee / account holder | $731 | $6,352-88.5% | $14,116-94.8% | $7,234-89.9% |