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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 | $90,972 | $74,535+22.1% | $100,712-9.7% | $82,637+10.1% |
| Participation rate | 4.4% | 61.2%-56.7pp | 69.3%-64.8pp | 68.1%-63.6pp |
| Annual return | 9.00% | 18.92%-9.9pp | 33.27%-24.3pp | 53.51%-44.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $149 | $3,074-95.2% | $4,085-96.4% | $4,126-96.4% |
| Admin fee / account holder | $15,203 | $6,576+131.2% | $9,256+64.2% | $7,339+107.2% |