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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 | $81,035 | $87,166-7.0% | $76,735+5.6% | $137,256-41.0% |
| Participation rate | 7.7% | 74.4%-66.7pp | 69.5%-61.8pp | 80.0%-72.3pp |
| Annual return | 9.89% | 26.50%-16.6pp | 29.77%-19.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $133 | $4,726-97.2% | $4,088-96.7% | $6,407-97.9% |
| Admin fee / account holder | $4,163 | $8,403-50.5% | $7,189-42.1% | $12,270-66.1% |