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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 | $56,734 | $65,072-12.8% | $66,439-14.6% | $65,306-13.1% |
| Participation rate | 19.3% | 69.1%-49.8pp | 74.5%-55.2pp | 57.7%-38.4pp |
| Annual return | 7.72% | 21.50%-13.8pp | 757.66%-749.9pp | 21.94%-14.2pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $981 | $3,234-69.7% | $3,876-74.7% | $2,959-66.8% |
| Admin fee / account holder | $3,872 | $1,323+192.7% | $6,173-37.3% | $3,480+11.3% |