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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 | $75,797 | $65,361+16.0% | $92,903-18.4% | $72,983+3.9% |
| Participation rate | 21.7% | 68.3%-46.6pp | 76.0%-54.3pp | 69.5%-47.8pp |
| Annual return | 14.53% | 42.11%-27.6pp | 109.43%-94.9pp | 81.01%-66.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $451 | $3,128-85.6% | $4,238-89.3% | $3,608-87.5% |
| Admin fee / account holder | $7,002 | $4,251+64.7% | $5,795+20.8% | $5,124+36.7% |