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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 | $87,818 | $71,534+22.8% | $98,462-10.8% | $71,529+22.8% |
| Participation rate | 18.5% | 72.7%-54.2pp | 75.2%-56.7pp | 67.9%-49.5pp |
| Annual return | 12.33% | 32.44%-20.1pp | 21.17%-8.8pp | 28.97%-16.6pp |
| Employer contribution / active EE | $695 | $2,399-71.0% | $3,049-77.2% | $2,590-73.2% |
| Participant deferral / active EE | $1,239 | $4,109-69.8% | $4,738-73.9% | $4,291-71.1% |
| Admin fee / account holder | $26,385 | $1,677+1473.7% | $8,875+197.3% | $1,588+1561.0% |