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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 | $79,466 | $73,787+7.7% | $98,716-19.5% | $82,448-3.6% |
| Participation rate | 39.3% | 61.4%-22.1pp | 69.3%-30.0pp | 68.1%-28.8pp |
| Annual return | 8.13% | 18.57%-10.4pp | 31.81%-23.7pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $958 | $3,081-68.9% | $4,048-76.3% | $4,139-76.9% |
| Admin fee / account holder | $577 | $6,500-91.1% | $8,703-93.4% | $7,234-92.0% |