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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 | $81,377 | $72,273+12.6% | $101,275-19.6% | $79,856+1.9% |
| Participation rate | 26.3% | 68.5%-42.1pp | 75.8%-49.5pp | 69.6%-43.3pp |
| Annual return | 6.61% | 22.30%-15.7pp | 46.48%-39.9pp | 31.71%-25.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $803 | $3,282-75.5% | $4,371-81.6% | $3,741-78.5% |
| Admin fee / account holder | $1,247 | $4,401-71.7% | $5,948-79.0% | $5,306-76.5% |