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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 | $83,453 | $87,166-4.3% | $76,735+8.8% | $137,256-39.2% |
| Participation rate | 46.7% | 74.4%-27.7pp | 69.5%-22.8pp | 80.0%-33.3pp |
| Annual return | 0.73% | 26.50%-25.8pp | 29.77%-29.0pp | 220.34%-219.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $803 | $4,726-83.0% | $4,088-80.4% | $6,407-87.5% |
| Admin fee / account holder | $10,938 | $8,403+30.2% | $7,189+52.1% | $12,270-10.9% |