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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 | $88,182 | $70,418+25.2% | $96,570-8.7% | $85,847+2.7% |
| Participation rate | 24.5% | 61.8%-37.3pp | 69.8%-45.3pp | 69.3%-44.8pp |
| Annual return | 10.33% | 18.59%-8.3pp | 37.79%-27.5pp | 318.61%-308.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $694 | $2,894-76.0% | $3,849-82.0% | $3,952-82.4% |
| Admin fee / account holder | $1,928 | $4,995-61.4% | $6,182-68.8% | $6,261-69.2% |