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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 | $77,798 | $71,873+8.2% | $86,698-10.3% | $68,490+13.6% |
| Participation rate | 24.1% | 72.2%-48.2pp | 76.6%-52.5pp | 67.9%-43.8pp |
| Annual return | -24.48% | 3.54%-28.0pp | 35.96%-60.4pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,186 | $3,779-68.6% | $4,656-74.5% | $4,028-70.6% |
| Admin fee / account holder | $937 | $6,110-84.7% | $7,492-87.5% | $5,403-82.7% |