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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 | $91,393 | $56,110+62.9% | $94,993-3.8% | $70,126+30.3% |
| Participation rate | 58.8% | 65.0%-6.2pp | 73.9%-15.1pp | 69.5%-10.7pp |
| Annual return | 11.71% | 51.02%-39.3pp | 27.14%-15.4pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $907 | $2,391-62.1% | $3,317-72.7% | $3,332-72.8% |
| Admin fee / account holder | $5,496 | $3,456+59.0% | $4,960+10.8% | $4,645+18.3% |