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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 | $88,219 | $65,041+35.6% | $90,965-3.0% | $79,858+10.5% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.0%-30.8pp | 69.6%-31.4pp |
| Annual return | 8.21% | 30.45%-22.2pp | 134.57%-126.4pp | 31.72%-23.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,108 | $2,512-55.9% | $3,373-67.2% | $3,740-70.4% |
| Admin fee / account holder | $7,139 | $4,536+57.4% | $5,960+19.8% | $5,306+34.5% |