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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 | $62,430 | $51,606+21.0% | $129,339-51.7% | $80,911-22.8% |
| Participation rate | 37.9% | 57.0%-19.0pp | 69.6%-31.7pp | 67.6%-29.7pp |
| Annual return | 7.94% | 20.76%-12.8pp | 9437.05%-9429.1pp | 35.63%-27.7pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $574 | $2,669-78.5% | $4,170-86.2% | $4,297-86.6% |
| Admin fee / account holder | $5,736 | $4,310+33.1% | $7,668-25.2% | $6,935-17.3% |